DFX Intelligence
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.
Registered advisor
Brooks Jameson Casel
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Nov 21, 2025
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Opto Investment Management, LLC asset manager currentsince Nov 21, 2025 · New York, Ny
- Buttonwood Financial Group, LLC independent RIAMay 30, 2025 to Sep 5, 2025 · Kansas City, Mo
- Copper Financial independent RIAOct 16, 2024 to May 13, 2025 · Pleasant Valley, Mo
- Creative Planning independent RIAMar 26, 2022 to Oct 14, 2024 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Buttonwood Financial Group, LLC to Opto Investment Management, LLCleft Sep 5, 2025, registered Nov 21, 2025 (77 days) · Other
- Copper Financial to Buttonwood Financial Group, LLCleft May 13, 2025, registered May 30, 2025 (17 days) · RIA to RIA
- Creative Planning to Copper Financialleft Oct 14, 2024, registered Oct 16, 2024 (2 days) · RIA to RIA
Signals
- Brooks Jameson Casel left Buttonwood Financial Group, Llc for Opto Investment Management, Llc (registered 2025-11-21)Sep 5, 2025 · Advisor changed firm · fact
- Brooks Jameson Casel left Copper Financial for Buttonwood Financial Group, Llc (registered 2025-05-30)May 13, 2025 · Advisor changed firm · fact
- Brooks Jameson Casel left Creative Planning for Copper Financial (registered 2024-10-16)Oct 14, 2024 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address