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 Eastover 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jon Nee | Eastover Capital Management independent RIA | Independent Advisor Alliance, LLC other | Other | Sep 17, 2025 | Sep 23, 2025 |
| Justin Mattson Brooks | Eastover Capital Management independent RIA | Gouws Capital LLC other | Other | Jan 15, 2021 | Jan 29, 2021 |
| Matthew Justin Roach | Eastover Capital Management other | Amb Wealth, LLC other | Other | Mar 21, 2016 | Mar 14, 2012 |
| Donal Barrett | Eastover Capital Management other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Mar 14, 2012 | Jun 28, 2012 (106 d) |
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4 moves match.