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.
C••••••••• E••• D•••••
- S•••• F••• I••••••••• M••••••••• C•••• asset manager currentsince Jun 20, 2025 · Columbus, Ga
- F•••• C•••••• A••••••• S••••••• BD affiliatedOct 12, 2021 to Jun 3, 2025 · Columbus, Ga
- F•••• C•••••• A••••••• S••••••• to S•••• F••• I••••••••• M••••••••• C••••left Jun 3, 2025, registered Jun 20, 2025 (17 days) · Other
- C••••••••• E••• D••••• left F•••• C•••••• A••••••• S••••••• for S•••• F••• I••••••••• M••••••••• C•••• (registered 2025-06-20)Jun 3, 2025 · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address