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 Capital City Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Calla Carpenter Cornett | Hightower Advisors, LLC BD affiliated | Capital City Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2025 | Aug 11, 2025 |
| Brandon Kurt Dingman | Focus Partners Wealth, LLC independent RIA | Capital City Wealth Management, Inc. independent RIA | RIA to RIA | Nov 19, 2024 | Feb 5, 2025 (78 d) |
| Benjamin Jacob Brandt | Thrivent Investment Management Inc. other | Capital City Wealth Management, Inc. independent RIA | Other | Sep 4, 2014 | Sep 8, 2014 |
Page 1 of 1
3 moves match.