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.
D•••••• C•••••• C••••••
- Title
- Executive Director and Investment Committee Chairmanreportedcrownwealthgroup.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.
- C•••• W••••• G•••• L•• independent RIA currentsince Oct 1, 2019 · Charlotte, Nc
- C••••• F•••• A•••••••• L•• formerNov 1, 2011 to Oct 1, 2019 · Chapel Hill, Nc
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 12, 2009 to Nov 3, 2011 · Chapel Hill, Nc
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedMay 20, 2005 to Jan 12, 2009 · Chapel Hill, Nc
- C•••••••• G••••• M•••••• I••• BD affiliatedOct 11, 2002 to May 13, 2004 · Florham Park , Nj
- C••••• F•••• A•••••••• L•• to C•••• W••••• G•••• L••left Oct 1, 2019, registered Oct 1, 2019 (0 days) · Other
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C••••• F•••• A•••••••• L••left Nov 3, 2011, registered Nov 1, 2011 (-2 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 12, 2009, registered Jan 12, 2009 (0 days) · corporate re-registration, not a move
- C•••••••• G••••• M•••••• I••• to R•••••• J•••• F•••••••• S•••••••• I•••left May 13, 2004, registered May 20, 2005 (372 days) · Other
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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address