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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.
2 firms manage $512M
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Bonaventure Capital, LLCBirmingham, AL | AL | $494M | +13% | 25 | $16M | 3 | Charles Schwab | |
| 2Fidelis Capital, LLCBirmingham, AL | AL | $18M | +48% | 3 | $6M | 1 | Charles Schwab |