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 Gkv Capital Management Co Inc

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
Austin LinkStrategic Advisers LLC national BDGkv Capital Management Co Inc independent RIAAffiliated broker-dealer or bank to independent RIANov 25, 2025Apr 2, 2026 (128 d)
Sarah Elizabeth EllisCurated Wealth Partners, LLC independent RIAGkv Capital Management Co Inc independent RIARIA to RIASep 30, 2024Sep 8, 2025 (343 d)
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2 moves match.