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 Crane 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 |
|---|---|---|---|---|---|
| Connor Jeffrey Oak | Larson Financial Group, LLC BD affiliated | Crane Capital Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 15, 2025 | Sep 25, 2025 |
| Taylor Graham Harwood | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Crane Capital Management LLC state registered | Wirehouse to a state-registered adviser | Oct 9, 2020 | Jan 6, 2026 (1915 d) |
| Brandon James Small | Invested Interests, LLC state registered | Crane Capital Management LLC state registered | Other | Dec 31, 2009 | Jan 21, 2021 (4039 d) |
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3 moves match.