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 Stringer Asset 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.

AdvisorFromToTypeLeftRegistered
Kimberly Faust EscueStringer Asset Management, LLC mixed wealthShelton Capital Management otherOtherMar 30, 2026Feb 23, 2026
Jonathan Ira BernsteinStringer Asset Management, LLC mixed wealthShelton Capital Management otherOtherMar 30, 2026Feb 18, 2026
Gary Scott StringerStringer Asset Management, LLC mixed wealthShelton Capital Management otherOtherMar 30, 2026Feb 23, 2026
Chad Norris KellerStringer Asset Management, LLC mixed wealthShelton Capital Management otherOtherMar 30, 2026Feb 23, 2026
Regan WallStringer Asset Management, LLC mixed wealthCapital Wealth Planning, LLC independent RIARIA to RIAMar 31, 2025Jan 21, 2025
Thomas John FarrellStringer Asset Management, LLC independent RIANew York Life Investment Management LLC asset managerOtherApr 16, 2024Apr 23, 2024
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6 moves match.