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.
Kramer K Shiflett
- Title
- Regional Vice Presidentreportedhowardcm.comfirm site, Sep 15, 2026
- Professional profile
- howardcm.com/meet-the-team/kramer-shiflettreportedhowardcm.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.
- Howard Capital Management, LLC independent RIA currentsince Jul 12, 2018 · Alpharetta, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 1, 2016 to Mar 14, 2018 · Alpharetta, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Howard Capital Management, LLCleft Mar 14, 2018, registered Jul 12, 2018 (120 days) · Wirehouse to independent RIA · moved with a team
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address