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 Advisors 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.

AdvisorFromToTypeLeftRegistered
Stephen Michael CashAdvisors Capital Management, LLC independent RIAMariner Independent independent RIARIA to RIASep 11, 2026Sep 9, 2026
Matthew Brent LornerAdvisors Capital Management, LLC independent RIACalamos Wealth Management LLC independent RIARIA to RIAJul 7, 2026Jul 10, 2026
Robert Michael OlsenAdvisors Capital Management, LLC independent RIAFarther independent RIARIA to RIAJun 8, 2026Jun 9, 2026
Brayden James LittleAdvisors Capital Management, LLC independent RIAFarther independent RIARIA to RIAJun 8, 2026Jun 9, 2026
Lantz Daryle BowmanAdvisors Capital Management, LLC independent RIAPrecedent Wealth Partners, LLC independent RIARIA to RIAJun 3, 2026May 19, 2026
Johnny C FowlerAdvisors Capital Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankMar 6, 2026Jun 8, 2026 (94 d)
David Isaac FuchsAdvisors Capital Management, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 6, 2026Apr 6, 2026 (31 d)
Nathan Buzaid ThomsenAdvisors Capital Management, LLC independent RIAParallel Advisors, LLC independent RIARIA to RIAApr 21, 2025May 1, 2025
Michael J KnightAdvisors Capital Management, LLC independent RIASound Income Strategies, LLC independent RIARIA to RIAMar 19, 2025Apr 2, 2025
Cary CarbonaroAdvisors Capital Management, LLC independent RIAAshton Thomas Private Wealth independent RIARIA to RIAAug 9, 2024Aug 10, 2024
Richard Thomas WesthelleAdvisors Capital Management, LLC independent RIAAshton Thomas Advisors LLC no RAUMRIA to a newly registered adviserAug 9, 2024Aug 8, 2024
Amit ChopraAdvisors Capital Management, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 3, 2022Nov 1, 2022
Harold Thomas DelaneyAdvisors Capital Management, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 25, 2020Sep 9, 2020
Joseph Rocco PecoraroAdvisors Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 21, 2020Jan 12, 2026 (2001 d)
Chris Joseph EngelAdvisors Capital Management, LLC independent RIAMeeder Asset Management, Inc. otherOtherMay 14, 2019Jul 31, 2019 (78 d)
Stephanie Aaron TrenthamAdvisors Capital Management, LLC independent RIACreative Planning independent RIARIA to RIAFeb 16, 2018Jan 14, 2019 (332 d)
Christopher Paul RandalAdvisors Capital Management, LLC otherEasterly Funds LLC otherOtherSep 13, 2016Oct 3, 2016
Raymond Joseph KellyAdvisors Capital Management, LLC otherBankers Life Advisory Services, Inc. BD affiliatedOtherDec 22, 2015Oct 31, 2018 (1044 d)
John James PetridesAdvisors Capital Management, LLC otherTocqueville Asset Management LP independent RIAOtherJan 5, 2015Sep 6, 2021 (2436 d)
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19 moves match.