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.
- Title
- Investment Analystreportedpacificcapital.comfirm site, Sep 15, 2026
- Designations
- CFAreportedpacificcapital.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “As a member of the firm’s Investment Committee, Bruno conducts deep analysis across asset classes, markets, and economic conditions, providing the foundational work that informs how client portfolios are built and managed over time.”reportedpacificcapital.comthe sentence on the bio page
- Professional profile
- pacificcapital.com/bruno-krennreportedpacificcapital.comfirm site, Sep 15, 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.
- Pacific Capital independent RIA currentsince Mar 11, 2025 · Corona, Ca
- Thrivent Investment Management Inc. BD affiliatedNov 12, 2024 to Jan 31, 2025 · Minneapolis, Mn
- Thrivent Investment Management Inc. to Pacific Capitalleft Jan 31, 2025, registered Mar 11, 2025 (39 days) · Affiliated broker-dealer or bank to independent RIA
- Bruno Leopold Krenn left Thrivent Investment Management Inc. for Pacific Capital (registered 2025-03-11)Jan 31, 2025 · 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