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.
- Title
- VP - Investment Advisorreportedtruadvisors.comfirm site, Sep 16, 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.
- Truadvisors independent RIA currentsince Feb 20, 2025 · Flower Mound, Tx
- Elevated Capital Advisors, LLC independent RIAMar 25, 2021 to Feb 11, 2025 · Draper, Ut
- Elevated Capital Advisors, LLC to Truadvisorsleft Feb 11, 2025, registered Feb 20, 2025 (9 days) · RIA to RIA
- Brandon Aaron Booth left Elevated Capital Advisors, Llc for Truadvisors (registered 2025-02-20)Feb 11, 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address