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 Atlas Capital Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Solari Baker | Delta Investment Management, LLC independent RIA | Atlas Capital Advisors Inc. independent RIA | RIA to RIA | Dec 31, 2020 | Dec 2, 2025 (1797 d) |
| Marc Allen Roth | Jmr Capital Management Inc unclassified | Atlas Capital Advisors Inc. independent RIA | Other | Aug 21, 2019 | Aug 30, 2019 |
| Russell Reed Silvestri | Skiritai Capital LLC unclassified | Atlas Capital Advisors Inc. independent RIA | Other | Dec 31, 2015 | Dec 24, 2025 (3646 d) |
| Stephen Ernest Mantzouris | Waddell & Reed other | Atlas Capital Advisors Inc. other | Other | Aug 11, 2009 | Nov 23, 2009 (104 d) |
Page 1 of 1
4 moves match.