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 Modern Capital Management, Co.

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
Greg StrakaModern Capital Management, Co. asset managerGlobal Investment Advisory independent RIAOtherJun 23, 2026Jun 24, 2026
Peter Anthony MontalbanoModern Capital Management, Co. asset managerProspera Funds, Inc. asset managerOtherApr 13, 2026May 24, 2026 (41 d)
Michael Scott LowenbergModern Capital Management, Co. asset managerProspera Funds, Inc. asset managerOtherApr 13, 2026May 21, 2026 (38 d)
Kristof WildModern Capital Management, Co. asset managerProspera Funds, Inc. asset managerOtherOct 17, 2025Apr 1, 2026 (166 d)
Peter Anthony MontalbanoModern Capital Management, Co. asset managerModern Capital Advisors, LLC independent RIAOtherDec 31, 2021Jan 12, 2022
Michael Scott LowenbergModern Capital Management, Co. asset managerModern Capital Advisors, LLC independent RIAOtherDec 31, 2021Jan 13, 2022
Daniel MaurinoModern Capital Management, Co. asset managerFirst Command Advisory Services BD affiliatedOtherDec 31, 2021Oct 13, 2022 (286 d)
Kristof WildModern Capital Management, Co. asset managerModern Capital Advisors, LLC independent RIAOtherDec 31, 2021Jan 6, 2022
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8 moves match.