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.
Adam Peter Lisowsky
- Business email
- adam.lisowsky@journeyadvisory.groupreportedjourneyadvisory.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 Jul 1, 2025 · Covington, Ky
- Cx Institutional, LLC independent RIAOct 14, 2024 to Jun 26, 2025 · Blue Ash, Oh
- Clarify Wealth Management formerJul 25, 2017 to Nov 4, 2024 · Cincinnati, Oh
- Strategic Advisers LLC national BDMar 12, 2015 to Jun 19, 2017 · Covington, Ky
- Cx Institutional, LLC to Journey Advisory Group, LLCleft Jun 26, 2025, registered Jul 1, 2025 (5 days) · RIA to RIA
- Clarify Wealth Management to Cx Institutional, LLCleft Nov 4, 2024, registered Oct 14, 2024 (-21 days) · RIA to RIA · moved with a team
- Strategic Advisers LLC to Clarify Wealth Managementleft Jun 19, 2017, registered Jul 25, 2017 (36 days) · Other
- Adam Peter Lisowsky left Cx Institutional, Llc for Journey Advisory Group, Llc (registered 2025-07-01)Jun 26, 2025 · Advisor changed firm · fact
- Adam Peter Lisowsky left Clarify Wealth Management for Cx Institutional, Llc (registered 2024-10-14)Nov 4, 2024 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address