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 Kirk Capital Advisors 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 |
|---|---|---|---|---|---|
| Steven Andrew Tomisek | Advisors Financial, Inc. independent RIA | Kirk Capital Advisors LLC independent RIA | RIA to RIA | Sep 4, 2025 | Sep 8, 2025 |
| Nevin Kaul | Ategra Capital Management, LLC mixed wealth | Kirk Capital Advisors LLC independent RIA | RIA to RIA | Apr 2, 2024 | Apr 6, 2024 |
| William Kirk Taylor | West Financial Services, Inc. independent RIA | Kirk Capital Advisors LLC independent RIA | RIA to RIA | Dec 3, 2020 | Mar 16, 2021 (103 d) |
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3 moves match.