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 Cloud Capital 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
Richard Randall CloudCloud Capital LLC institutionalTrinity Investment Advisors otherOtherDec 11, 2025Jul 24, 2014
Joshua Charles PetersCloud Capital LLC institutionalCephas Fiduciary Investments unclassifiedOtherJan 30, 2020Aug 24, 2018
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2 moves match.