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.
Drew Bradley Norman
- Title
- Directorreportedieqcapital.comfirm site, Sep 15, 2026
- Designations
- CFPreportedieqcapital.comas printed on the bio page, Sep 16, 2026
- Professional profile
- ieqcapital.com/team/drew-normanreportedieqcapital.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.
- Ieq Capital, LLC independent RIA currentsince Feb 28, 2025 · Dallas, Tx
- Epiq Capital Group, LLC formerJul 15, 2022 to Feb 28, 2025 · San Francisco, Ca
- UBS Financial Services Inc. wirehouseFeb 25, 2020 to Jun 27, 2022 · Dallas, Tx
- Frost Investment Services BD affiliatedJul 25, 2019 to Feb 10, 2020 · Dallas, Tx
- Epiq Capital Group, LLC to Ieq Capital, LLCleft Feb 28, 2025, registered Feb 28, 2025 (0 days) · channel change inside one enterprise, not a move · moved with a team
- UBS Financial Services Inc. to Epiq Capital Group, LLCleft Jun 27, 2022, registered Jul 15, 2022 (18 days) · Wirehouse to independent RIA
- Frost Investment Services to UBS Financial Services Inc.left Feb 10, 2020, registered Feb 25, 2020 (15 days) · Affiliated broker-dealer or bank to wirehouse
- Drew Bradley Norman left Ubs Financial Services Inc. for Epiq Capital Group, Llc (registered 2022-07-15)Jun 27, 2022 · 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address