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 Modern Capital Management, Co.

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
Bradley Dale AtkinsModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherDec 31, 2024Jan 25, 2022
Peter Anthony MontalbanoModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherDec 5, 2023Jan 12, 2022
Michael Scott LowenbergModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherDec 5, 2023Jan 13, 2022
Kristof WildModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherDec 5, 2023Jan 25, 2022
Mark AxmacherModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherDec 4, 2023Jan 1, 2026 (759 d)
Ryan James MillmanModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherSep 21, 2023Nov 7, 2023 (47 d)
Daniel MaurinoModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherOct 7, 2022Sep 2, 2021
Peter Anthony MontalbanoModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherDec 31, 2021Aug 24, 2021
Michael Scott LowenbergModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherDec 31, 2021Sep 1, 2021
Kristof WildModern Capital Advisors, LLC independent RIAModern Capital Management, Co. asset managerOtherDec 31, 2021Aug 24, 2021
Greg StrakaEsi Financial Advisors BD affiliatedModern Capital Management, Co. asset managerOtherDec 31, 2020Sep 16, 2025 (1720 d)
John Marshall TabbQuestis unclassifiedModern Capital Management, Co. asset managerOtherDec 31, 2017Feb 7, 2025 (2595 d)
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12 moves match.