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 Novare Capital Management

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
Caroline Whittaker CampanellaNovare Capital Management independent RIARitholtz Wealth Management independent RIARIA to RIAJul 6, 2026Jul 7, 2026
Brando Lewis ReynaNovare Capital Management independent RIAReyna Capital Advisors, LLC state registeredRIA to a state-registered adviserJun 3, 2025Oct 14, 2025 (133 d)
Andrew Edward FisherNovare Capital Management independent RIAC. F. Parks & Co., Inc. otherOtherSep 25, 2023Oct 11, 2023
Mitchell Rene PoirierNovare Capital Management independent RIASmp Financial Planning, LLC independent RIARIA to RIAJul 21, 2021Apr 23, 2023 (641 d)
Alex Sanford CrouchNovare Capital Management independent RIATech Fp state registeredRIA to a state-registered adviserMay 17, 2021May 13, 2026 (1822 d)
Lauren Allison MartinezNovare Capital Management independent RIAVerum Partners LLC independent RIARIA to RIAMar 16, 2021Mar 22, 2021
Amanda Kathryn StandardNovare Capital Management independent RIABluerock Wealth Management, LLC independent RIARIA to RIAJun 9, 2020Apr 29, 2021 (324 d)
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7 moves match.