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.
R•••••• A••••• K••••
- F•••••••• • T•• A••••••••• L•• independent RIA currentsince Oct 10, 2025 · Ten Mile, Tn
- I•••••••• F•••••••• A•••••••• L•• state registeredJul 20, 2018 to Dec 4, 2024 · Grand Rapids, Mi
- E•• F•••••••• G•••• state registeredJan 11, 2017 to Jul 18, 2018 · Troy, Mi
- M•••••• F•••••••• S•••••••• L•• independent RIAOct 30, 2014 to Jan 6, 2017 · Kentwood, Mi
- I•••••••• F•••••••• A•••••••• L•• to F•••••••• • T•• A••••••••• L••left Dec 4, 2024, registered Oct 10, 2025 (310 days) · Other
- E•• F•••••••• G•••• to I•••••••• F•••••••• A•••••••• L••left Jul 18, 2018, registered Jul 20, 2018 (2 days) · Other
- M•••••• F•••••••• S•••••••• L•• to E•• F•••••••• G••••left Jan 6, 2017, registered Jan 11, 2017 (5 days) · RIA to a state-registered adviser
- R•••••• A••••• K•••• left I•••••••• F•••••••• A•••••••• L•• for F•••••••• • T•• A••••••••• L•• (registered 2025-10-10)Dec 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address