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 Ironview Capital 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
Matthew Dayton RittKinwell LLC mixed wealthIronview Capital Management, LLC independent RIARIA to RIAJun 1, 2026May 4, 2026
Daniel Patrick CallahanSummit Financial, LLC BD affiliatedIronview Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2024Dec 17, 2025 (399 d)
Bryan Austin RementerSei Investments Management Corp otherIronview Capital Management, LLC independent RIAOtherNov 23, 2020Feb 26, 2021 (95 d)
Kathy S DyerColumbus Macro, LLC asset managerIronview Capital Management, LLC mixed wealthOtherOct 8, 2018Oct 8, 2018
James Charles MendelsonWaldron Private Wealth independent RIAIronview Capital Management, LLC otherOtherApr 24, 2018Dec 2, 2016
Geoffrey Joseph DeaseyAua Capital Management otherIronview Capital Management, LLC otherOtherJun 1, 2016Mar 17, 2016
Sean Aloysius BerginCitrin Cooperman Wealth Management, LP otherIronview Capital Management, LLC otherOtherJul 22, 2014Jun 18, 2009
Eric Wayne SeiferthAdvice And Planning Services otherIronview Capital Management, LLC otherOtherMay 21, 2010Jul 22, 2010 (62 d)
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8 moves match.