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 Chicago Capital Management Advisors, 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
Gary Allen ClarkSoar Financial LLC state registeredChicago Capital Management Advisors, LLC independent RIAOtherAug 11, 2026Jun 16, 2026
Jason Bryce VanclefMiramontes Capital, LLC independent RIAChicago Capital Management Advisors, LLC independent RIARIA to RIADec 12, 2025Dec 22, 2025
Ricki Eugene HannaAsset Strategies, Inc state registeredChicago Capital Management Advisors, LLC otherOtherDec 31, 2024Nov 16, 2023
Robert Raymond McisaacCrown Capital Securities, L.P. BD affiliatedChicago Capital Management Advisors, LLC otherOtherMay 1, 2024May 1, 2024
Eric M FasseAmerican Trust Investment Services Advisory, Inc. state registeredChicago Capital Management Advisors, LLC otherOtherJan 2, 2024Jul 10, 2023
James David DingleAmerican Trust Investment Services Advisory, Inc. state registeredChicago Capital Management Advisors, LLC otherOtherNov 14, 2023Jul 12, 2023
Chase Toberman HeidenOppenheimer & Co. Inc. BD affiliatedChicago Capital Management Advisors, LLC otherOtherMar 3, 2023Mar 14, 2023
Earl Cornelius StevensonAvellino Financial Advisors, Inc. independent RIAChicago Capital Management Advisors, LLC otherOtherDec 31, 2021Feb 15, 2022 (46 d)
Jason Bryce VanclefDelta Investment Management, LLC independent RIAChicago Capital Management Advisors, LLC otherOtherDec 31, 2021Jan 7, 2022
Michael DiprimioDelta Investment Management, LLC independent RIAChicago Capital Management Advisors, LLC independent RIARIA to RIADec 31, 2021Jan 1, 2025 (1097 d)
Sheldon SingletonDelta Investment Management, LLC independent RIAChicago Capital Management Advisors, LLC otherOtherAug 20, 2020Sep 13, 2022 (754 d)
Scot BarringerWestpark Capital, Inc. independent RIAChicago Capital Management Advisors, LLC otherOtherJul 16, 2020Jul 23, 2020
Kristopher Charles KesslerWestpark Capital, Inc. independent RIAChicago Capital Management Advisors, LLC otherOtherJun 18, 2020Oct 13, 2020 (117 d)
Justin Matthew SmithWestpark Capital, Inc. independent RIAChicago Capital Management Advisors, LLC otherOtherApr 28, 2020Oct 27, 2020 (182 d)
David Bernard LevinsonWestpark Capital, Inc. independent RIAChicago Capital Management Advisors, LLC otherOtherApr 28, 2020Jul 23, 2020 (86 d)
Benjamin R PfiffnerAvellino Financial Advisors, Inc. independent RIAChicago Capital Management Advisors, LLC otherOtherDec 26, 2019Jun 22, 2020 (179 d)
James Bennett LibermanWells Fargo Advisors wirehouseChicago Capital Management Advisors, LLC independent RIAWirehouse to independent RIADec 31, 2016Jun 4, 2025 (3077 d)
James Leslie ClarrenLasalle St. Investment Advisors, L.L.C. otherChicago Capital Management Advisors, LLC otherOtherDec 31, 2014Sep 4, 2014
Kenneth Raymond SchuylerB. Riley Wealth Advisors, Inc. otherChicago Capital Management Advisors, LLC otherOtherFeb 18, 2014Feb 18, 2014
James Robert BuiterB. Riley Wealth Advisors, Inc. otherChicago Capital Management Advisors, LLC otherOtherApr 1, 2013Apr 30, 2013
Levant Miguel BishopSpc otherChicago Capital Management Advisors, LLC otherOtherApr 24, 2012Mar 6, 2014 (681 d)
Michael David SingerLasalle St. Investment Advisors, L.L.C. otherChicago Capital Management Advisors, LLC otherOtherAug 4, 2008Apr 25, 2008
Thomas James KunkleCiticorp Investment Services unclassifiedChicago Capital Management Advisors, LLC otherOtherMay 4, 2004Aug 19, 2004 (107 d)
Michael Robert GradyLcm Capital Management Inc otherChicago Capital Management Advisors, LLC otherOtherOct 28, 2002Jan 9, 2003 (73 d)
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24 moves match.