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 Capital City Asset Management Group, 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
Kurt Allen HildebrandKestra Advisory Services, LLC BD affiliatedCapital City Asset Management Group, LLC otherOtherJun 14, 2023Jun 28, 2023
Shahrokh C MinouiAmeriprise Financial Services, LLC national BDCapital City Asset Management Group, LLC otherOtherSep 18, 2019Sep 11, 2019
Kevin L FiferRegis Asset Management LLC unclassifiedCapital City Asset Management Group, LLC otherOtherMay 4, 2018Nov 12, 2019 (557 d)
Vaughn FlowersMML Investors Services, LLC otherCapital City Asset Management Group, LLC otherOtherFeb 18, 2016Feb 16, 2016
Eric SeyboldtNationwide Securities, LLC no RAUMCapital City Asset Management Group, LLC otherOtherJan 15, 2016Jul 2, 2018 (899 d)
Kurt Allen HildebrandMML Investors Services, LLC otherCapital City Asset Management Group, LLC otherOtherJul 29, 2015Aug 12, 2015
Shyam Madhusudan MayadevRaymond James Financial Services Advisors, Inc otherCapital City Asset Management Group, LLC otherOtherJan 8, 2013Mar 9, 2015 (790 d)
David Thomas GilgChase Investment Services Corp. otherCapital City Asset Management Group, LLC otherOtherJun 17, 2011Feb 27, 2015 (1351 d)
Walter John MannsRegis Asset Management LLC unclassifiedCapital City Asset Management Group, LLC otherOtherDec 11, 2009May 19, 2009
Frank J BodiPrim Advisors, Incorporated otherCapital City Asset Management Group, LLC otherOtherSep 5, 2007Mar 12, 2008 (189 d)
Timothy Scott ShearCapital City Partners, LLC unclassifiedCapital City Asset Management Group, LLC otherOtherDec 16, 2005Mar 15, 2006 (89 d)
Gregory T. BrooksCapital City Partners, LLC unclassifiedCapital City Asset Management Group, LLC otherOtherOct 10, 2005Nov 7, 2005
Todd Edward CrawfordCapital City Partners, LLC unclassifiedCapital City Asset Management Group, LLC otherOtherOct 10, 2005Nov 7, 2005
Roger Anthony RuzJ.P. Morgan Asset Management unclassifiedCapital City Asset Management Group, LLC otherOtherJan 11, 2005Mar 6, 2009 (1515 d)
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14 moves match.