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 Service Academy 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.

AdvisorFromToTypeLeftRegistered
Scott William PhillipsService Academy Capital Management LLC independent RIAEvoke Advisors independent RIARIA to RIAJun 9, 2026Jun 15, 2026
Brian Stephen SearsService Academy Capital Management LLC independent RIAEvoke Advisors independent RIARIA to RIAJun 9, 2026Jun 15, 2026
Jeffrey Alan FrittsService Academy Capital Management LLC independent RIAEvoke Advisors independent RIARIA to RIAJun 9, 2026Jun 15, 2026
Carley Elizabeth BohnService Academy Capital Management LLC independent RIAEvoke Advisors independent RIARIA to RIAJun 9, 2026Jun 11, 2026
Ian Thomas RichardsService Academy Capital Management LLC independent RIACmh Wealth Management state registeredRIA to a state-registered adviserMar 10, 2023Apr 27, 2023 (48 d)
Leonard Charles EllisService Academy Capital Management LLC independent RIAMohawk Capital Advisors, LLC independent RIARIA to RIANov 1, 2021Nov 3, 2021
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6 moves match.