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 Gyroscope Capital 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
Alexander Ford BoutonCwa Asset Management Group independent RIAGyroscope Capital Management Group LLC independent RIARIA to RIAJul 1, 2025Jul 19, 2022
Kevin Michael ErndlCwa Asset Management Group independent RIAGyroscope Capital Management Group LLC independent RIARIA to RIAApr 30, 2025Aug 8, 2022
Blaine Michael FergusonCw Institutional, LLC asset managerGyroscope Capital Management Group LLC independent RIAOtherMar 27, 2025Oct 19, 2022
Jacob Martin MarriottHightower Advisors, LLC BD affiliatedGyroscope Capital Management Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 18, 2023Jul 20, 2023 (63 d)
Robert M CarrMoors & Cabot, Inc BD affiliatedGyroscope Capital Management Group LLC otherOtherJan 6, 2020Dec 23, 2009
Anthony Louis CirilloMoors & Cabot, Inc BD affiliatedGyroscope Capital Management Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2020Jul 12, 2019
Aaron Michael PierceMoors & Cabot, Inc otherGyroscope Capital Management Group LLC otherOtherJan 4, 2016Nov 26, 2014
Michael EganJeta Grove, LLC unclassifiedGyroscope Capital Management Group LLC otherOtherFeb 23, 2009Mar 22, 2007
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8 moves match.