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
Arrivals at Alta Capital 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 |
|---|---|---|---|---|---|
| Amy Clingenpeel Diamond | Narus Financial Partners, LLC independent RIA | Alta Capital Management LLC independent RIA | RIA to RIA | Dec 17, 2025 | Jan 21, 2026 (35 d) |
| James Merlin Francis | Montag & Caldwell, An Advocacy Wealth Company independent RIA | Alta Capital Management LLC independent RIA | RIA to RIA | Sep 20, 2024 | Nov 13, 2024 (54 d) |
| Chris Wade Machesney | Russell Investments other | Alta Capital Management LLC independent RIA | Other | Apr 20, 2021 | Apr 23, 2024 (1099 d) |
| Charles Frederick Radtke | Barrow Hanley Global Investors other | Alta Capital Management LLC independent RIA | Other | Oct 25, 2018 | Aug 26, 2024 (2132 d) |
| Mark Thompson Woodruff | Goldman Sachs & Co. LLC wirehouse | Alta Capital Management LLC other | Other | Sep 14, 2006 | Sep 9, 2016 (3648 d) |
| Andrew Harvin Schaffernoth | Inview Investments other | Alta Capital Management LLC other | Other | Dec 12, 2005 | Jul 20, 2006 (220 d) |
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6 moves match.