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.
- Title
- President, F•••Crest Capitalreportedfarrcrest.comfirm site, Sep 16, 2026
- Business email
- mfarr@farrcrest.comreportedfarrcrest.comfirm site, Sep 16, 2026
- Business email
- rfarr@farrcrest.comreportedfarrcrest.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/michael-k-farrreportedfarrcrest.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.
- F•••••••• C•••••• L•• independent RIA currentsince May 11, 2026 · Naples, Fl
- H•••••••• A•••••••• L•• BD affiliatedDec 14, 2022 to Feb 25, 2026 · Chicago, Il
- H•••••••• A•••••••• L•• to F•••••••• C•••••• L••left Feb 25, 2026, registered May 11, 2026 (75 days) · Affiliated broker-dealer or bank to a newly registered adviser
- R••••• F••• left H•••••••• A•••••••• L•• for F•••••••• C•••••• L•• (registered 2026-05-11)Feb 25, 2026 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address