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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
3 firms manage $4.4B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Waterloo CapitalAustin, TX | TX | $2.3B | +34% | 2,797 | $309K | 44 | Charles Schwab; Fidelity Distributors Company | |
| 2Morgan Creek Capital Management, LLCChapel Hill, NC | NC | $1.8B | +18% | 55 | $33M | 17 | Charles Schwab | |
| 3Caim LLCLongboat Key, FL | FL | $318M | +78% | 80 | $422K | 2 | Charles Schwab |