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 Scs 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.

AdvisorFromToTypeLeftRegistered
Kristen CaseleyHightower Advisors, LLC BD affiliatedScs Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2026Sep 16, 2026 (64 d)
Julia Leahy MilburyCapital Group Private Client Services, Inc. independent RIAScs Capital Management LLC independent RIARIA to RIAJul 2, 2026Aug 12, 2026 (41 d)
Cole Cedric CharltonWestwood Wealth Management mixed wealthScs Capital Management LLC independent RIARIA to RIAMay 5, 2025May 29, 2025
Lauren Ann ManningCw Advisors, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAMar 25, 2025Apr 29, 2025 (35 d)
Norman Eugene WebbLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 19, 2025Mar 3, 2025
Kameron Robert GilchrestLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 14, 2025Mar 5, 2025
Stephen Angelo HalkosEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAMar 13, 2025Feb 24, 2025
Nowland Bennett GwynnEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAMar 13, 2025May 20, 2025 (68 d)
Carolyn Bunting Ryan DeckerLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 4, 2025
Melissa OlszakLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Debra Anne StokesLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Cody R MccallumLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Matthew Robert KregerLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Jaclyn Virginia HirlLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Jennifer Anne HughesLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Michael Richard LeclercLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Gabrielle Antonia ZarrellaLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Zachary PeacockLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Travis Jason BroadhurstLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Ryan Patrick NolanLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Nicole Renee BousquetLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Kieran James LynchLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
William Alan GeorgeLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Carolyn Avis FligorLake Street Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 3, 2025
Henry Morgan JonesEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAMar 3, 2025Feb 24, 2025
Lamar Whitworth DavisEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 24, 2025Feb 24, 2025
Paul Llewellyn RobertsonEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 24, 2025Mar 3, 2025
Dennis J SaboEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 24, 2025Feb 24, 2025
Bradley Thomas WilliamsEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 18, 2025Feb 14, 2025
Elizabeth Giordano MackieEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 18, 2025Feb 18, 2025
Kevin William VogelEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 18, 2025Feb 14, 2025
Ansel Lewis DavisEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 7, 2025Feb 6, 2025
Anna Katharyn HendrixEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 7, 2025Feb 7, 2025
William C SkeeanEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 7, 2025Feb 6, 2025
Albert Amis RayleEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 6, 2025Feb 6, 2025
Kendrick Ware MattoxEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 6, 2025Feb 6, 2025
Brad D ParsonsEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 6, 2025Feb 6, 2025
Jacobi Ray PadgettEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 6, 2025Feb 6, 2025
Shelby Grace Potz-NielsenEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 6, 2025Feb 6, 2025
Amanda Carol HenryEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 6, 2025Feb 3, 2025
Jacob Edward BakerEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 6, 2025Feb 6, 2025
Jared Robert MarksonJordan Park Group LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 5, 2025Apr 6, 2026 (425 d)
Julius Peek GarlingtonEdge Capital Group, LLC independent RIAScs Capital Management LLC independent RIARIA to RIAFeb 4, 2025Mar 3, 2025
Nicholas Reed CharlestonMorgan Stanley wirehouseScs Capital Management LLC independent RIAWirehouse to independent RIAApr 30, 2024Jan 24, 2025 (269 d)
Peter VilimFrancis Financial independent RIAScs Capital Management LLC independent RIARIA to RIAJan 17, 2024Feb 14, 2024
Alexander Bryan CoteRBC Capital Markets, LLC national BDScs Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 9, 2023Feb 14, 2024 (97 d)
Andrew Edward JanfazaJ.P. Morgan Securities LLC wirehouseScs Capital Management LLC independent RIAWirehouse to independent RIADec 20, 2022May 22, 2024 (519 d)
Zachary Maxwell CliffordWashington Trust Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAMar 7, 2022Mar 31, 2022
Keaton Kyle HimslSb Capital Management, Inc. independent RIAScs Capital Management LLC independent RIARIA to RIAMar 19, 2021May 3, 2021 (45 d)
Alanna Paiva RobinsonTwin Focus Capital Partners, LLC independent RIAScs Capital Management LLC independent RIARIA to RIADec 23, 2020Oct 19, 2020
Alexandra Mary RooneyWolf Group Capital Advisors independent RIAScs Capital Management LLC independent RIARIA to RIAOct 8, 2018Jan 26, 2023 (1571 d)
Kyle Joseph TraceyBallentine Partners otherScs Capital Management LLC independent RIAOtherNov 9, 2011May 29, 2019 (2758 d)
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52 moves match.