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 Inbalance 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.

AdvisorFromToTypeLeftRegistered
David Chih HouInbalance Advisors, LLC independent RIAMai Capital Management, LLC independent RIARIA to RIAAug 15, 2023Nov 12, 2025 (820 d)
Mark Elliott SearInbalance Advisors, LLC independent RIAMai Capital Management, LLC independent RIARIA to RIAAug 15, 2023Nov 12, 2025 (820 d)
Alex Nmn ShahidiInbalance Advisors, LLC independent RIAEvoke Advisors independent RIARIA to RIAAug 15, 2023Jul 14, 2023
Melanie C JonesInbalance Advisors, LLC independent RIAMai Capital Management, LLC independent RIARIA to RIAAug 15, 2023Nov 12, 2025 (820 d)
Matthew Elliott SearInbalance Advisors, LLC independent RIAEvoke Advisors independent RIARIA to RIAAug 15, 2023Nov 28, 2023 (105 d)
Daniel James MavraidesInbalance Advisors, LLC independent RIARebalance LLC independent RIARIA to RIAAug 15, 2023Sep 3, 2024 (385 d)
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6 moves match.