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 Capwealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Dean Shahan | Sagespring Wealth Partners independent RIA | Capwealth Advisors, LLC independent RIA | RIA to RIA | Jul 1, 2025 | Jul 17, 2025 |
| Hillary Marie Stalker | Sagespring Wealth Partners independent RIA | Capwealth Advisors, LLC independent RIA | RIA to RIA | Sep 1, 2022 | Oct 21, 2022 (50 d) |
| Phoebe Jones Venable | Capwealth Insights, LLC no RAUM | Capwealth Advisors, LLC independent RIA | Other | Jan 11, 2021 | Jan 2, 2026 (1817 d) |
| Timothy Jude Pagliara | Lanark Financial, Inc. other | Capwealth Advisors, LLC other | Other | Dec 23, 2009 | Dec 21, 2009 |
| Charles Mark Willoughby | Lanark Financial, Inc. other | Capwealth Advisors, LLC other | Other | Dec 22, 2009 | Dec 22, 2009 |
| Chris Clark Stevens | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Capwealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Nov 25, 2003 | Sep 9, 2025 (7959 d) |
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6 moves match.