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.
Luke Austin Mccaslin
- Title
- Director of Investment Advisory Servicesreportedclassvipartners.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.
- Class Vi Family Office, LLC independent RIA currentsince Jan 11, 2023 · Denver, Co
- Class Vi Family Office, LLC independent RIAJan 7, 2019 to Dec 31, 2022 · Denver, Co
- Bancwest Investment Services, Inc. (Bwis) formerJul 20, 2018 to Jan 11, 2019 · Thornton, Co
- Wells Fargo Advisors wirehouseJun 5, 2014 to Jul 19, 2018 · Arvada, Co
- Bancwest Investment Services, Inc. (Bwis) to Class Vi Family Office, LLCleft Jan 11, 2019, registered Jan 7, 2019 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- Wells Fargo Advisors to Bancwest Investment Services, Inc. (Bwis)left Jul 19, 2018, registered Jul 20, 2018 (1 days) · Wirehouse to affiliated broker-dealer or bank
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address