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 Gratus 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.

AdvisorFromToTypeLeftRegistered
Benjamin Carl HustonMariner BD affiliatedGratus Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 17, 2024Jul 12, 2024
Grover Wade BuffingtonBuckhead Capital Management, LLC institutionalGratus Capital, LLC independent RIAOtherMar 28, 2024Apr 11, 2024
Michelle Kruger FernandezElwood & Goetz independent RIAGratus Capital, LLC independent RIARIA to RIAAug 14, 2023Aug 23, 2023
Simone Oscoff DevennyWealth Enhancement Advisory Services, LLC independent RIAGratus Capital, LLC independent RIARIA to RIAAug 11, 2023Aug 10, 2023
Gabrielle Elizabeth KongIndependent Advisor Alliance, LLC independent RIAGratus Capital, LLC independent RIARIA to RIAAug 29, 2022Mar 10, 2023 (193 d)
Matthew Alan MoyzisVanguard Advisers, Inc. BD affiliatedGratus Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 25, 2022Jul 27, 2022
Meghan Elizabeth HoganCwm, LLC BD affiliatedGratus Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2022Mar 23, 2023 (259 d)
Jacqueline Harris HiggenbothamVictory Capital Management Inc. asset managerGratus Capital, LLC independent RIAOtherJul 5, 2022Mar 23, 2023 (261 d)
Salim P BoutagyCw Advisors, LLC independent RIAGratus Capital, LLC independent RIARIA to RIAMar 10, 2022Mar 13, 2022
Jason HemsleyWells Fargo Advisors wirehouseGratus Capital, LLC independent RIAWirehouse to independent RIAMar 2, 2022Mar 24, 2022
Cameron Dennis StarrTruist Advisory Services, Inc. BD affiliatedGratus Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2021Feb 24, 2021
Sean Travis QuigleyRiverfront Investment Group, LLC mixed wealthGratus Capital, LLC independent RIARIA to RIADec 2, 2019May 4, 2021 (519 d)
William Travis MckinneyChoreo, LLC independent RIAGratus Capital, LLC independent RIARIA to RIAApr 22, 2019Aug 13, 2019 (113 d)
Gregory FinkAcg Wealth Inc. independent RIAGratus Capital, LLC independent RIARIA to RIAJan 30, 2019May 28, 2020 (484 d)
Curtis Alan HearnJph Advisory Group, Inc. independent RIAGratus Capital, LLC independent RIARIA to RIADec 31, 2018Oct 10, 2018
Joshua Shane HunterWells Fargo Advisors wirehouseGratus Capital, LLC independent RIAWirehouse to independent RIAMay 8, 2018May 17, 2018
Anna Katherine DavisStrategic Advisers LLC national BDGratus Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 6, 2017Mar 4, 2022 (1824 d)
Brendan James WagnerSpectrum Advisory Services Inc. otherGratus Capital, LLC otherOtherSep 29, 2016May 14, 2016
Miguel OrtigaoStrategic Advisers LLC national BDGratus Capital, LLC otherOtherSep 13, 2016Nov 21, 2016 (69 d)
Alton Ray MeadowsCreative Planning otherGratus Capital, LLC otherOtherJul 14, 2015Oct 14, 2015 (92 d)
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20 moves match.