RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
E•••• C•••• H••••••
- Title
- Director of Client Servicesreporteddacapitalsc.comfirm site, Sep 15, 2026
- Designations
- CRPCreporteddacapitalsc.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reporteddacapitalsc.com“She has over 25 years of experience meeting the administrative and service needs of successful clients.”
- Professional profile
- dacapitalsc.com/team-member/emily-hardingreporteddacapitalsc.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- D••••••• A••••• C••••••• L•• independent RIA currentsince Jan 1, 2025 · Ridgeland, Sc
- M••••• S•••••• wirehouseNov 4, 2019 to Sep 25, 2023 · Hilton Head Island, Sc
- K•••• M••••••••• formerSep 4, 2018 to Jul 9, 2019 · Lawrenceville, Ga
- M••••• S•••••• to D••••••• A••••• C••••••• L••left Sep 25, 2023, registered Jan 1, 2025 (464 days) · Wirehouse to independent RIA
- K•••• M••••••••• to M••••• S••••••left Jul 9, 2019, registered Nov 4, 2019 (118 days) · Affiliated broker-dealer or bank to wirehouse
- E•••• C•••• H•••••• left M••••• S•••••• for D••••••• A••••• C••••••• L•• (registered 2025-01-01)Sep 25, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address