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 Odingard 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jordan Christiansen Kelley | Odingard Capital Management state registered | Fisher Investments independent RIA | Other | Apr 15, 2026 | May 18, 2026 (33 d) |
| Brendon James Evers | Odingard Capital Management state registered | J.P. Morgan Securities LLC wirehouse | Other | Jul 24, 2025 | Jun 27, 2025 |
| Russell Douglas Renfrow | Odingard Capital Management state registered | Curran Financial Partners, LLC independent RIA | Other | Nov 6, 2023 | Oct 8, 2025 (702 d) |
| Stefan Kip Astheimer | Odingard Capital Management state registered | Destiny Wealth Partners, LLC independent RIA | Other | Feb 28, 2023 | Sep 1, 2023 (185 d) |
| Richard Leslie Wells | Odingard Capital Management state registered | Marco Investment Management LLC independent RIA | Other | Nov 28, 2018 | Nov 7, 2019 (344 d) |
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5 moves match.