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 Winebrenner 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Luke Daniel Lyle | Truist Advisory Services, Inc. BD affiliated | Winebrenner Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2025 | Aug 17, 2026 (368 d) |
| Zachary Preston Wheeler | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Winebrenner Capital Management LLC independent RIA | Wirehouse to independent RIA | Mar 6, 2025 | Aug 6, 2025 (153 d) |
| Peyton Thomas Hazelrig | Arlington Partners LLC asset manager | Winebrenner Capital Management LLC independent RIA | Other | Jun 10, 2024 | Oct 14, 2025 (491 d) |
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3 moves match.