Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Peter S. CahallLake Mary, FL | Capacuity LLC | Adviser only | – | Atlas | 2002 |
| 2Thomas A. CookLake Mary, FL | Capacuity LLC | Adviser and broker | CFA | Atlas | 2014 |
| 3Jorge R. FrigulsLake Mary, FL | Capacuity LLC | Adviser only | – | Atlas | 2012 |
| 4Bryant W. KirkLake Mary, FL | Capacuity LLC | Adviser and broker | – | Atlas | 2001 |
| 5Robert W. Little Jr.Lake Mary, FL | Capacuity LLC | Adviser only | CFA | Atlas | 2000 |
| 6Mendel A. MelzerLake Mary, FL | Capacuity LLC | Adviser only | CFA | Atlas | 2002 |
| 7Michael A. PorterLake Mary, FL | Capacuity LLC | Adviser and broker | ChFC | Atlas | 2011 |
| 8Kenneth P. Seybel Jr.Lake Mary, FL | Capacuity LLC | Adviser only | CFA | Atlas | 2022 |
| 9Bert P. WardLake Mary, FL | Capacuity LLC | Adviser and broker | CFP, ChFC | Atlas | 2005 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.