DFX Intelligence

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.

Registered advisor

Brandon Bineau

Owl Creek Wealth Partnersindependent RIAGreenwood Village, CoIA-onlyIAPD 6757590

Certified Financial Planner

Feed of 09/14/2026

Also filed as Brandon Jacques Bineau

At current firm

1 y

since Jun 30, 2025

In the industry

13 y

since Jan 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Owl Creek Wealth Partners independent RIA current
since Jun 30, 2025 · Greenwood Village, Co
Moneta Group Investment Advisors, LLC independent RIA
Feb 1, 2024 to May 30, 2025 · Denver, Co
Captrust institutional
Mar 23, 2023 to Jan 23, 2024 · Lone Tree, Co
J.P. Morgan Securities LLC wirehouse
Aug 4, 2021 to Jan 15, 2023 · Aspen, Co
Charles Schwab & Co., Inc. national BD
Dec 20, 2017 to Jul 21, 2021 · Lone Tree, Co

Moves

a registration end followed by a registration begin elsewhere

Moneta Group Investment Advisors, LLC to Owl Creek Wealth Partners
left May 30, 2025, registered Jun 30, 2025 (31 days) · RIA to RIA
Captrust to Moneta Group Investment Advisors, LLC
left Jan 23, 2024, registered Feb 1, 2024 (9 days) · Other
J.P. Morgan Securities LLC to Captrust
left Jan 15, 2023, registered Mar 23, 2023 (67 days) · Other
Charles Schwab & Co., Inc. to J.P. Morgan Securities LLC
left Jul 21, 2021, registered Aug 4, 2021 (14 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Brandon Bineau left Moneta Group Investment Advisors, Llc for Owl Creek Wealth Partners (registered 2025-06-30)
May 30, 2025 · Advisor changed firm · fact
Brandon Bineau left Captrust for Moneta Group Investment Advisors, Llc (registered 2024-02-01)
Jan 23, 2024 · Advisor changed firm · fact
Brandon Bineau left J.P. Morgan Securities Llc for Captrust (registered 2023-03-23)
Jan 15, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

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