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 The Investment Counsel Company
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 |
|---|---|---|---|---|---|
| Cole George Samson | The Investment Counsel Company independent RIA | Savant Wealth Management independent RIA | RIA to RIA | May 20, 2026 | Jul 15, 2026 (56 d) |
| Alexis Renee Miranda | The Investment Counsel Company independent RIA | Ducere Wealth Management no RAUM | RIA to a newly registered adviser | Jun 6, 2025 | Jul 30, 2025 (54 d) |
| Brian Jeffrey Matthews | The Investment Counsel Company independent RIA | Steelpeak Wealth, LLC independent RIA | RIA to RIA | Aug 7, 2023 | Aug 14, 2023 |
| Brett Michael Myer | The Investment Counsel Company independent RIA | Eide Bailly Advisors, LLC independent RIA | RIA to RIA | Mar 6, 2023 | Mar 17, 2023 |
| Carol Ann Mulcahy | The Investment Counsel Company other | Cwm, LLC independent RIA | Other | Dec 8, 2017 | May 2, 2019 (510 d) |
| Philip Neil Schmitt | The Investment Counsel Company other | Koss-Olinger Consulting, LLC. independent RIA | Other | Mar 6, 2014 | Jun 18, 2026 (4487 d) |
| Carlene Edith Barajas | The Investment Counsel Company other | LPL Financial LLC other | Other | Feb 6, 2013 | Feb 7, 2013 |
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7 moves match.