Reported as registered
CAPITAL WEALTH PLANNING, LLC
CRD 150764 · SEC 801-70333
NAPLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
1,284 sourced firms · query 116 ms
Reported as registered
CAPITAL Z PARTNERS MANAGEMENT, LLC
CRD 157048 · SEC 801-73381
NAPLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPSTONE WEALTH MANAGEMENT CORP.
CRD 165359 · SEC 801-121346
LAKELAND, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CARBYNE CAPITAL, LLC
CRD 340997 · SEC 802-135760
MIAMI BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARDEA CAPITAL ADVISORS, LLC
CRD 307600 · SEC 801-118445
VERO BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARDONE WEALTH ADVISORS
CRD 337559 · SEC 801-134631
AVENTURA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARLYLE AVIATION PDP MANAGEMENT LLC
CRD 305746 · SEC 801-118580
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARLYLE AVIATION SECURITIES PARTNERS LLC
CRD 168456 · SEC 801-79002
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARPENTER, CLAYDON ADVISORS, INC.
CRD 143516 · SEC 801-67751
MAITLAND, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CASEY CAPITAL, LLC
CRD 160680 · SEC 802-74707
SARASOTA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CASSEDY FINANCIAL GROUP, INC.
CRD 111446 · SEC 801-121550
TAMPA, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CASTLE ISLAND WEALTH
CRD 287710 · SEC 801-112273
PALM BEACH GARDENS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CASTLE WEALTH MANAGEMENT
CRD 118364 · SEC 801-60871
BOYNTON BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC
CRD 164517 · SEC 801-76799
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAYSIDE PARTNERS
CRD 306090 · SEC 801-129905
JUPITER, FL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CCM CORE IM LLC
CRD 340365 · SEC 802-135668
MIAMI BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CEETO CAPITAL GROUP, LLC
CRD 286538 · SEC 801-109001
CORAL GABLES, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTER FOR ASSET MANAGEMENT, LLC
CRD 147981 · SEC 801-117438
PALM BEACH GARDENS, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTER LAKE CAPITAL MANAGEMENT, LLC
CRD 174311 · SEC 801-132730
WEST PALM BEACH, FL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CENTRICA WEALTH MANAGEMENT
CRD 335042 · SEC 801-132188
MIAMI, FL
Source release August 3, 2026 · retrieved August 18, 2026