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 Triumph 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.

AdvisorFromToTypeLeftRegistered
Edward HableTriumph Capital Management independent RIAAshton Thomas Private Wealth independent RIARIA to RIAApr 22, 2025Apr 15, 2025
Andrew James HoffmeyerTriumph Capital Management independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 9, 2024Jan 8, 2024
Thomas Ryan WilliamsTriumph Capital Management independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAJul 9, 2022Jun 1, 2022
Brian Philip KontyTriumph Capital Management independent RIAArbor Point Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 15, 2020Mar 30, 2020
Griffin Michael KirschTriumph Capital Management otherGk Wealth Management LLC independent RIAOtherSep 20, 2017Apr 25, 2019 (582 d)
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5 moves match.