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 Aspen Grove Capital, 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 |
|---|---|---|---|---|---|
| Natalie Anne Miller | Innovest Portfolio Solutions LLC no RAUM | Aspen Grove Capital, LLC independent RIA | Other | Mar 5, 2026 | Mar 12, 2026 |
| Jack Burns | Epiq Capital Group, LLC independent RIA | Aspen Grove Capital, LLC independent RIA | RIA to RIA | Apr 4, 2024 | May 9, 2024 (35 d) |
| Burton Snyder Wiand | Yale Capital Corp. independent RIA | Aspen Grove Capital, LLC independent RIA | RIA to RIA | May 18, 2023 | Jan 1, 2025 (594 d) |
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3 moves match.