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.
Cory Mason Mcpherson
- Designations
- RICPreportedpcmks.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “Today, he directs the firm's overarching corporate strategy, investment committee, and compliance standards while continuing to personally guide the firm's premier clientele.”reportedpcmks.comthe sentence on the bio page
- Professional profile
- pcmks.com/cory-mcphersonreportedpcmks.comfirm site, Sep 16, 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.
- Proactive Capital Management, Inc. independent RIA currentsince Aug 2, 2018 · Topeka, Ks
- Legacy Financial Strategies, LLC independent RIAJul 7, 2017 to Aug 9, 2018 · Topeka, Ks
- Ae Wealth Management, LLC BD affiliatedMay 5, 2016 to Jul 6, 2017 · Topeka, Ks
- Legacy Financial Strategies, LLC to Proactive Capital Management, Inc.left Aug 9, 2018, registered Aug 2, 2018 (-7 days) · RIA to RIA
- Ae Wealth Management, LLC to Legacy Financial Strategies, LLCleft Jul 6, 2017, registered Jul 7, 2017 (1 days) · Other
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