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 Tuttle Capital Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nicholas Clark Minter | Tuttle Capital Management, LLC asset manager | 11 Western Asset Management LLC unclassified | Other | Jul 21, 2026 | Jan 23, 2026 |
| David Charles Nelson | Tuttle Capital Management, LLC other | Belpointe Asset Management LLC independent RIA | Other | May 12, 2017 | Jun 1, 2026 (3307 d) |
| Henry Howard | Tuttle Capital Management, LLC other | Belpointe Asset Management LLC other | Other | Mar 30, 2016 | Sep 29, 2017 (548 d) |
| Andrew Jeff Liebaert | Tuttle Capital Management, LLC other | Belpointe Asset Management LLC other | Other | Mar 30, 2016 | Dec 3, 2015 |
| Thomas M Formhals | Tuttle Capital Management, LLC other | Belpointe Asset Management LLC other | Other | Aug 3, 2015 | Aug 11, 2017 (739 d) |
| Britton Rives Williams | Tuttle Capital Management, LLC other | Belpointe Asset Management LLC other | Other | Aug 3, 2015 | Feb 11, 2016 (192 d) |
| Lisa Semmes Elkins | Tuttle Capital Management, LLC other | S&G Wealth Management, LLC unclassified | Other | Aug 3, 2015 | Jan 9, 2015 |
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7 moves match.