DFX Intelligence
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.
Feed of 09/15/2026
At current firm
0 y
since Jun 16, 2026
In the industry
16 y
since Apr 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Vectis Capital no RAUM currentsince Jun 16, 2026 · Austin, Tx
- Vectis Capital no RAUM currentsince Jun 16, 2026 · Austin, Tx
- Mcm Wealth independent RIA currentsince Nov 1, 2021 · Seattle, Wa
- Mcm Wealth independent RIASep 5, 2021 to Sep 14, 2026 · Seattle, Wa
- Blue Hall Capital unclassifiedSep 20, 2017 to Aug 23, 2021 · Chicago, Il
- Blue Hall Capital unclassifiedSep 20, 2017 to Aug 23, 2021 · Chicago, Il
- Blue Hall Capital, LLC unclassifiedNov 18, 2014 to Dec 21, 2017 · Chicago, Il
- Blue Hall Capital, LLC unclassifiedNov 18, 2014 to Dec 21, 2017 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Mcm Wealth to Vectis Capitalleft Sep 14, 2026, registered Jun 16, 2026 (-90 days) · RIA to a newly registered adviser
- Blue Hall Capital to Mcm Wealthleft Aug 23, 2021, registered Sep 5, 2021 (13 days) · Other
- Blue Hall Capital, LLC to Blue Hall Capitalleft Dec 21, 2017, registered Sep 20, 2017 (-92 days) · Other
Signals
- Robert Mark Hoyt left Mcm Wealth for Vectis Capital (registered 2026-06-16)Sep 14, 2026 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address