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.
Elizabeth A Dayter
- Partner or owner
- “Liz was a partner and a Senior Financial Advisor with Torch Wealth Management, its team now a part of Journey Advisory Group.”reportedjourneyadvisory.groupthe sentence on the bio page
- Business email
- liz.dayter@journeyadvisory.groupreportedjourneyadvisory.groupfirm site, Sep 15, 2026
- Professional profile
- journeyadvisory.group/team/liz-dayterreportedjourneyadvisory.groupfirm 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.
- Journey Advisory Group, LLC independent RIA currentsince Jan 22, 2020 · Cincinnati, Oh
- Torch Wealth Management LLC formerOct 25, 2017 to Feb 26, 2020 · Cincinnati, Oh
- Torch Wealth Management LLC to Journey Advisory Group, LLCleft Feb 26, 2020, registered Jan 22, 2020 (-35 days) · RIA to RIA
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