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.
Anthony James Navarro
- Professional profile
- korhorn.com/team/anthony-navarroreportedkorhorn.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.
- Korhorn Financial Group independent RIA currentsince Jan 15, 2026 · Edwardsburg, Mi
- Nomadic Wealth unclassifiedJan 6, 2023 to Aug 17, 2026 · Nappanee, In
- Murray Street Capital Advisors, LLC formerFeb 2, 2022 to Jan 12, 2024 · Kokomo, In
- Creative Financial Designs, Inc. BD affiliatedSep 13, 2021 to Dec 31, 2021 · Kokomo, In
- Nomadic Wealth to Korhorn Financial Groupleft Aug 17, 2026, registered Jan 15, 2026 (-214 days) · Other
- Murray Street Capital Advisors, LLC to Nomadic Wealthleft Jan 12, 2024, registered Jan 6, 2023 (-371 days) · Other
- Creative Financial Designs, Inc. to Murray Street Capital Advisors, LLCleft Dec 31, 2021, registered Feb 2, 2022 (33 days) · Affiliated broker-dealer or bank to independent RIA
- Anthony James Navarro left Nomadic Wealth for Korhorn Financial Group (registered 2026-01-15)Aug 17, 2026 · Advisor changed firm · fact
- Anthony James Navarro left Murray Street Capital Advisors, Llc for Nomadic Wealth (registered 2023-01-06)Jan 12, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address