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 Windham Capital Management, LLC
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alexa Koziol | Windham Capital Management, LLC mixed wealth | Clayton Financial Group, LLC independent RIA | RIA to RIA | Mar 13, 2024 | Jun 16, 2025 (460 d) |
| Amanda Christina Preston | Windham Capital Management, LLC mixed wealth | 3edge Asset Management, LP independent RIA | RIA to RIA | Nov 2, 2022 | Nov 17, 2022 |
| William Douglas Kindle | Windham Capital Management, LLC mixed wealth | Homestead Advisers Corp. other | Other | Nov 17, 2021 | May 31, 2022 (195 d) |
| Lucas F Turton | Windham Capital Management, LLC other | Claritas Advisors, LLC state registered | Other | Dec 19, 2019 | May 7, 2025 (1966 d) |
| Karen Fernandes | Windham Capital Management, LLC other | Fiera Capital Inc. mixed wealth | Other | Sep 16, 2015 | Jul 26, 2022 (2505 d) |
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5 moves match.