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 Stewardship Trust Advisors

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
Jacob Benjamin EkkensStewardship Advisory Group, LLC independent RIAStewardship Trust Advisors independent RIARIA to RIAAug 1, 2023Jun 28, 2023
Todd William AckermannStewardship Advisory Group, LLC independent RIAStewardship Trust Advisors independent RIARIA to RIAJul 31, 2023Jun 28, 2023
Craig Allan AckermannStewardship Advisory Group, LLC independent RIAStewardship Trust Advisors independent RIARIA to RIAJul 31, 2023Jun 28, 2023
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3 moves match.