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 True 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
James Thomas CheapTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 11, 2023May 9, 2023
Kenneth Joseph SoroskyTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 2, 2023
Gary Bret FincherTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 2, 2023
Jacob Daniel BondTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 1, 2023
Christopher Dwight StoutTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 2, 2023
Christopher Craig SchlatterTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 18, 2023
Travis Anthony HenryTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023Jun 16, 2023 (39 d)
George Humberto LujanTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 1, 2023
John Wilson CrowtherTrue Capital Management independent RIACresset Asset Management, LLC independent RIARIA to RIAMay 8, 2023May 1, 2023
Justin Harrison BassTrue Capital Management independent RIAMai Capital Management, LLC independent RIARIA to RIASep 14, 2022Sep 27, 2022
Joseph R. McleanTrue Capital Management otherIntersect Capital LLC otherOtherJun 2, 2014Jun 3, 2014
Joseph Randall LumTrue Capital Management otherIntersect Capital LLC otherOtherJun 2, 2014Jun 3, 2014
Mark Steven DomanTrue Capital Management otherThe Doman Group, LLC independent RIAOtherJan 17, 2012Aug 17, 2020 (3135 d)
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13 moves match.