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.
- O••••••••• institutional currentsince Jul 2, 2026 · Overland Park, Ks
- C••••• I••••••••• A••••••• L•• BD affiliatedJun 29, 2023 to Jul 7, 2026 · Manassas, Va
- C••••• A•••••• N••••••• L•• formerJan 24, 2023 to Jun 29, 2023 · Manassas, Va
- C••••• I••••••••• A••••••• L•• to O•••••••••left Jul 7, 2026, registered Jul 2, 2026 (-5 days) · Other · moved with a team
- C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
- R•••• T••••• V••••• left C••••• I••••••••• A••••••• L•• for Onedigital (registered 2026-07-02)Jul 7, 2026 · a•••••• firm change · 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
- Institutional managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address