Exempt Reporting Adviser
BELIEF, LLC
CRD 325139 · SEC 802-127770
PARK CITY, UT
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
192 sourced firms · query 56 ms
Exempt Reporting Adviser
BIG SKY INVESTMENT MANAGER, LLC
CRD 339983 · SEC 802-135532
ALPINE, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE BARN WEALTH
CRD 107202 · SEC 801-118602
OREM, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS
CRD 333059 · SEC 801-131918
PROVO, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BLUE FIELD CAPITAL
CRD 311837 · SEC 802-121240
MIDVALE, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC
CRD 329445 · SEC 802-129568
LEHI, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRIDGE INVESTMENT GROUP
CRD 159127 · SEC 801-72790
SANDY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRIDGE NET LEASE FUND MANAGER LLC
CRD 316623 · SEC 801-129523
SANDY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BRISTOL CAPITAL ADVISORS, LLC
CRD 168936 · SEC 802-131477
PARK CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BURRUS
CRD 141435 · SEC 801-80922
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CACHETECH
CRD 327688 · SEC 801-128689
LOGAN, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CANNON CAPITAL MANAGEMENT, INC.
CRD 144247 · SEC 801-108249
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITA FINANCIAL NETWORK, LLC
CRD 290558 · SEC 801-112411
DRAPER, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHEROKEE & WALKER MANAGEMENT
CRD 160962 · SEC 801-113327
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CIMARRON HEALTHCARE CAPITAL, LLC
CRD 282387 · SEC 801-126250
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COIGN CAPITAL ADVISORS LLC
CRD 171306 · SEC 801-112895
DRAPER, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLAB CAPITAL
CRD 338182 · SEC 801-134638
ST. GEORGE, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COTTONWOOD WEALTH STRATEGIES, LLC
CRD 311272 · SEC 801-119782
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CREWE ADVISORS
CRD 173920 · SEC 801-80723
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROSS CREEK ADVISORS, LLC
CRD 165803 · SEC 801-77391
SALT LAKE CITY, UT
Source release August 3, 2026 · retrieved August 18, 2026