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 Ascent 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
Scott Kemper AgnewAscent Capital independent RIADeschutes Investment Consulting, LLC otherOtherJan 29, 2026Dec 17, 2025
Devin James HarriganAscent Capital independent RIAFarther independent RIARIA to RIAJan 29, 2026Dec 3, 2025
Krista Marie CharltonAscent Capital independent RIAColdstream Wealth Management independent RIARIA to RIAJan 2, 2026Dec 23, 2025
Zachery Paul BoskovichAscent Capital independent RIAFarther independent RIARIA to RIAJan 2, 2026Dec 1, 2025
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4 moves match.