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 Capital Insight Partners, 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
Steven Thomas NelsonCapital Insight Partners, LLC independent RIAFaith Investor Services asset managerOtherJan 2, 2026Sep 15, 2023
Donna E WoodruffCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 16, 2026
Susan Christine AnastasiadisCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 21, 2026
Craig Jason MccroryCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 20, 2026
Steven Terrell MahanCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 16, 2026
Sara Ashley LaclairCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 16, 2026
Sarah StevensonCapital Insight Partners, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAJan 2, 2026May 14, 2026 (132 d)
Hunter RuckCapital Insight Partners, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 2, 2026Jan 23, 2026
Melissa SendeCapital Insight Partners, LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAMay 15, 2025May 13, 2025
Alexander Vanderhenst-HuertaCapital Insight Partners, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAMay 9, 2024Dec 16, 2024 (221 d)
Lance Taylor KnightCapital Insight Partners, LLC independent RIAAshton Thomas Private Wealth independent RIARIA to RIAJul 23, 2018Jul 27, 2018
Joshua Meyer RebholzCapital Insight Partners, LLC otherMorgan Stanley wirehouseOtherJan 30, 2017Apr 10, 2017 (70 d)
Jacob J ReidCapital Insight Partners, LLC otherSecurities America Advisors, Inc. otherOtherDec 13, 2016Dec 12, 2016
Germaine C CordesCapital Insight Partners, LLC otherSecurities America Advisors, Inc. otherOtherJan 7, 2016Dec 8, 2016 (336 d)
Margo HillCapital Insight Partners, LLC otherAmeriprise Financial Services, LLC national BDOtherNov 17, 2015Oct 20, 2015
John Leslie StullCapital Insight Partners, LLC otherAutus Asset Management, LLC otherOtherJul 16, 2009Aug 26, 2009 (41 d)
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16 moves match.