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.

Advisor moves

Departures from Chandler Asset Management Inc

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Christopher Stephen MccarryChandler Asset Management Inc institutionalDiamond Hill Capital Management, LLC asset managerOtherSep 5, 2024Feb 18, 2025 (166 d)
Benjamin Preston MendenhallChandler Asset Management Inc institutionalCentennial Government Advisors LLC state registeredOtherSep 7, 2023Jun 24, 2024 (291 d)
Brian Keith PerryChandler Asset Management Inc otherUBS Financial Services Inc. wirehouseOtherSep 20, 2011Dec 6, 2011 (77 d)
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3 moves match.