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 Oakhurst Capital Advisors, 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 |
|---|---|---|---|---|---|
| Barry Philip Julien | Oakhurst Capital Advisors, LLC other | F/M Investments LLC other | Other | Jul 7, 2026 | Oct 16, 2025 |
| Marcin Zdunek | Oakhurst Capital Advisors, LLC other | F/M Investments LLC other | Other | Jul 7, 2026 | Jan 1, 2025 |
| Chong Chol Han | Oakhurst Capital Advisors, LLC other | F/M Investments LLC other | Other | Jul 7, 2026 | Feb 22, 2023 |
| Ashish Jitendra Shah | Oakhurst Capital Advisors, LLC mixed wealth | Evoke Advisors independent RIA | RIA to RIA | Aug 22, 2023 | May 22, 2023 |
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4 moves match.