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 Texan Capital

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
Frank Mcreynolds WozencraftTexan Capital otherChilton Capital Management LLC independent RIAOtherMar 29, 2018Aug 17, 2018 (141 d)
Burton James WillinghamTexan Capital otherChilton Capital Management LLC independent RIAOtherMar 29, 2018May 24, 2018 (56 d)
Michael Eugene RomeTexan Capital otherChilton Capital Management LLC otherOtherNov 14, 2016Dec 20, 2016 (36 d)
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3 moves match.