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

Claire Taylor

Blacktower Financial Management (US) LLCindependent RIAHouston, TxIA-onlyIAPD 7711930

Feed of 09/14/2026

Also filed as Claire Lang

At current firm

0 y

since Oct 19, 2025

In the industry

10 y

since Sep 1, 2016 (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

Blacktower Financial Management (US) LLC independent RIA current
since Oct 19, 2025 · Houston, Tx
Hoxton Wealth independent RIA
May 6, 2025 to Oct 17, 2025 · Orlando, Fl
Forth Capital (USA), LLC state registered
Oct 1, 2024 to Apr 30, 2025 · Aberdeen
Blacktower Financial Management (US) LLC independent RIA
Aug 1, 2024 to Aug 29, 2024 · Aberdeen
Amerity Wealth Management, LLC independent RIA
Aug 29, 2023 to Jul 29, 2024 · Aberdeen
Forth Capital (USA), LLC state registered
Mar 15, 2023 to Dec 6, 2023 · Edinburgh

Moves

a registration end followed by a registration begin elsewhere

Hoxton Wealth to Blacktower Financial Management (US) LLC
left Oct 17, 2025, registered Oct 19, 2025 (2 days) · RIA to RIA
Forth Capital (USA), LLC to Hoxton Wealth
left Apr 30, 2025, registered May 6, 2025 (6 days) · Other
Blacktower Financial Management (US) LLC to Forth Capital (USA), LLC
left Aug 29, 2024, registered Oct 1, 2024 (33 days) · RIA to a state-registered adviser
Amerity Wealth Management, LLC to Blacktower Financial Management (US) LLC
left Jul 29, 2024, registered Aug 1, 2024 (3 days) · RIA to RIA
Forth Capital (USA), LLC to Amerity Wealth Management, LLC
left Dec 6, 2023, registered Aug 29, 2023 (-99 days) · Other

Signals

Claire Taylor left Hoxton Wealth for Blacktower Financial Management (Us) Llc (registered 2025-10-19)
Oct 17, 2025 · Advisor changed firm · fact
Claire Taylor left Forth Capital (Usa), Llc for Hoxton Wealth (registered 2025-05-06)
Apr 30, 2025 · Advisor changed firm · fact
Claire Taylor left Blacktower Financial Management (Us) Llc for Forth Capital (Usa), Llc (registered 2024-10-01)
Aug 29, 2024 · Advisor changed firm · fact
Claire Taylor left Amerity Wealth Management, Llc for Blacktower Financial Management (Us) Llc (registered 2024-08-01)
Jul 29, 2024 · Advisor changed firm · fact
Claire Taylor left Forth Capital (Usa), Llc for Amerity Wealth Management, Llc (registered 2023-08-29)
Dec 6, 2023 · 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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address