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 Autus 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.

AdvisorFromToTypeLeftRegistered
Stephen Paul WeatherbyIntegrated Financial Planning, P.C. independent RIAAutus Asset Management, LLC independent RIARIA to RIAJul 21, 2021Apr 16, 2021
Jeffrey Edward KruegDynamic independent RIAAutus Asset Management, LLC mixed wealthRIA to RIADec 31, 2020Dec 9, 2020
Theresa Anne KruegDynamic independent RIAAutus Asset Management, LLC mixed wealthRIA to RIADec 31, 2020Dec 9, 2020
Theresa Colette StandartDynamic independent RIAAutus Asset Management, LLC mixed wealthRIA to RIADec 31, 2020Dec 9, 2020
Jason Gabriel RichardsBmo Asset Management Corp. otherAutus Asset Management, LLC mixed wealthOtherJun 7, 2013Apr 20, 2020 (2509 d)
John Leslie StullCapital Insight Partners, LLC otherAutus Asset Management, LLC otherOtherJul 16, 2009Aug 26, 2009 (41 d)
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6 moves match.