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 Kruse Asset 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
Al F DevjiKestra Advisory Services, LLC BD affiliatedKruse Asset Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 10, 2025Nov 17, 2025
John Michael BrickAltman Advisors independent RIAKruse Asset Management, LLC independent RIARIA to RIAFeb 16, 2021Feb 25, 2021
Mark AxmacherPeachcap Tax & Advisory, LLC independent RIAKruse Asset Management, LLC independent RIARIA to RIAAug 20, 2018Aug 9, 2018
Kurt WinieckiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKruse Asset Management, LLC independent RIAWirehouse to independent RIADec 22, 2008Mar 9, 2009 (77 d)
Joseph Stuart KruseJ.P. Morgan Securities LLC wirehouseKruse Asset Management, LLC independent RIAWirehouse to independent RIAFeb 16, 2007Mar 26, 2007 (38 d)
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5 moves match.