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

Matthias Daniel Day

Kayne Anderson Rudnick Investment Management, LLCmixed wealthNewport Beach, Ca IA-onlyIAPD 7538835

Certified Financial Planner

Feed of 09/15/2026

Also filed as Matt Daniel Day

At current firm

1 y

since Mar 13, 2025

In the industry

21 y

since Aug 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kayne Anderson Rudnick Investment Management, LLC mixed wealth current
since Mar 13, 2025 · Newport Beach, Ca
Corient independent RIA
Aug 14, 2024 to Feb 28, 2025 · San Diego, Ca
Stratos Wealth Partners, Ltd BD affiliated
May 11, 2022 to Jun 20, 2024 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Corient to Kayne Anderson Rudnick Investment Management, LLC
left Feb 28, 2025, registered Mar 13, 2025 (13 days) · Other
Stratos Wealth Partners, Ltd to Corient
left Jun 20, 2024, registered Aug 14, 2024 (55 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Matthias Daniel Day left Corient for Kayne Anderson Rudnick Investment Management, Llc (registered 2025-03-13)
Feb 28, 2025 · Advisor changed firm · fact
Matthias Daniel Day left Stratos Wealth Partners, Ltd for Corient (registered 2024-08-14)
Jun 20, 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: Wealth manager with institutional or fund businessderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address