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.
A••••• J•••••• H•••••••• S••••••
- C•••••• independent RIA currentsince Jun 23, 2026 · Indianapolis, In
- V•••••• C•••••• M••••••••• L• formerDec 19, 2024 to Jun 17, 2026 · Fishers, In
- B••••••• R•••• A•••••••• I••• formerJan 20, 2023 to Dec 16, 2024 · Fishers, In
- V•••••• C•••••• M••••••••• L• to C••••••left Jun 17, 2026, registered Jun 23, 2026 (6 days) · RIA to RIA · moved with a team
- B••••••• R•••• A•••••••• I••• to V•••••• C•••••• M••••••••• L•left Dec 16, 2024, registered Dec 19, 2024 (3 days) · RIA to RIA · moved with a team
- A••••• J•••••• H•••••••• S•••••• left V•••••• C•••••• M••••••••• L• for Corient (registered 2026-06-23)Jun 17, 2026 · Advisor changed firm · fact
- A••••• J•••••• H•••••••• S•••••• left B••••••• R•••• A•••••••• I••• for V•••••• C•••••• M••••••••• L• (registered 2024-12-19)Dec 16, 2024 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address