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.
J••• R••••• D•••••
- C••••••• institutional currentsince Nov 11, 2025 · Indianapolis, In
- O••••• F•••••••• G••••• L•• independent RIAMay 21, 2024 to Oct 17, 2025 · Carmel, In
- W••••••• C•••••• M••••••••• institutionalJun 26, 2023 to May 1, 2024 · Carmel, In
- O••••• F•••••••• G••••• L•• to C•••••••left Oct 17, 2025, registered Nov 11, 2025 (25 days) · Other
- W••••••• C•••••• M••••••••• to O••••• F•••••••• G••••• L••left May 1, 2024, registered May 21, 2024 (20 days) · Other
- J••• R••••• D••••• left O••••• F•••••••• G••••• L•• for Captrust (registered 2025-11-11)Oct 17, 2025 · Advisor changed firm · fact
- J••• R••••• D••••• left W••••••• C•••••• M••••••••• for O••••• F•••••••• G••••• L•• (registered 2024-05-21)May 1, 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
- Institutional managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address