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 Titleist Asset Management, 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 |
|---|---|---|---|---|---|
| Randall Wayne Fowler | Titleist Asset Management, LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jul 24, 2026 | Mar 2, 2026 |
| Hayden Benjamin Brown | Titleist Asset Management, LLC independent RIA | H.B. Brown Financial Advising, LLC unclassified | Other | Nov 13, 2025 | Jan 14, 2026 (62 d) |
| Enrique Araiza | Titleist Asset Management, LLC independent RIA | U.S. Capital Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 21, 2025 | Jan 22, 2025 |
| Austin Merle Graff | Titleist Asset Management, LLC independent RIA | Opal Capital LLC asset manager | Other | Jan 2, 2025 | Jan 1, 2025 |
| Alan Graff | Titleist Asset Management, LLC independent RIA | Opal Capital LLC asset manager | Other | Jan 2, 2025 | Mar 17, 2023 |
| Mark Koellner | Titleist Asset Management, LLC independent RIA | Steelpeak Wealth, LLC independent RIA | RIA to RIA | Aug 14, 2024 | Jul 25, 2024 |
| Adam Denton Prewett | Titleist Asset Management, LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2024 | Jan 29, 2024 |
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7 moves match.