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 Kmg Fiduciary Partners, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Steven Harold Berner | Kmg Fiduciary Partners, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | May 12, 2026 | May 6, 2026 |
| Benjamin Aaron Kusner | Kmg Fiduciary Partners, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | May 12, 2026 | May 7, 2026 |
| Shane Michael Meyer | Kmg Fiduciary Partners, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | May 12, 2026 | May 5, 2026 |
| Adelaina N Welch | Kmg Fiduciary Partners, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | May 12, 2026 | May 5, 2026 |
| Casey James Bear | Kmg Fiduciary Partners, LLC independent RIA | Farther independent RIA | RIA to RIA | Nov 11, 2025 | Jan 1, 2026 (51 d) |
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5 moves match.