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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D••••• C•••••• H•••
- Title
- Managing Partnerreportedhighbrookcap.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.
- H•••••••• C•••••• P••••••• independent RIA currentsince Jan 13, 2026 · Atlanta, Ga
- W••••••• W••••• C•••••• L•• independent RIAMay 20, 2021 to Feb 10, 2026 · Atlanta, Ga
- N••••••• H•••••• • C••••••• L•• independent RIAJun 14, 2019 to Feb 1, 2021 · Atlanta, Ga
- W••••••• W••••• C•••••• L•• to H•••••••• C•••••• P•••••••left Feb 10, 2026, registered Jan 13, 2026 (-28 days) · RIA to a newly registered adviser · moved with a team
- N••••••• H•••••• • C••••••• L•• to W••••••• W••••• C•••••• L••left Feb 1, 2021, registered May 20, 2021 (108 days) · RIA to RIA
- D••••• C•••••• H••• left W••••••• W••••• C•••••• L•• for H•••••••• C•••••• P••••••• (registered 2026-01-13)Feb 10, 2026 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address