Reported as registered
PROFITS PLUS CAPITAL MANAGEMENT, LLC
CRD 118294 · SEC 801-136217
NAMPA, ID
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- 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
56 sourced firms · query 47 ms
Reported as registered
ROCKHILL ADVISORS LLC
CRD 288789 · SEC 801-120591
VICTOR, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RW INVESTMENT MANAGEMENT LLC
CRD 282707 · SEC 801-107268
EAGLE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SAND CREEK CAPITAL, LLC
CRD 326719 · SEC 801-128135
REXBURG, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SCRATCH CAPITAL
CRD 318835 · SEC 801-130966
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SHERMAN PORTFOLIOS
CRD 322728 · SEC 801-126397
COEUR D'ALENE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SIDDHI CAPITAL, LLC
CRD 314493 · SEC 801-128459
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SKY-MOUNTAIN CAPITAL MANAGEMENT
CRD 312915 · SEC 801-120497
KETCHUM, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SUMMIT WEALTH AND RETIREMENT PARTNERS
CRD 285972 · SEC 801-108910
EAGLE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TELEO CAPITAL MANAGEMENT LLC
CRD 307203 · SEC 801-121861
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE CAPROCK GROUP, LLC
CRD 124272 · SEC 801-61642
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
TREASURE VALLEY FINANCIAL PLANNING
CRD 341732 · SEC 801-136321
MERIDIAN, ID
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
TUGBOAT VENTURES
CRD 162076 · SEC 802-75976
KETCHUM, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TUMWATER WEALTH MANAGEMENT, LLC
CRD 300443 · SEC 801-118103
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
CRD 143049 · SEC 801-134243
SANDPOINT, ID
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WOOD TARVER FINANCIAL
CRD 298793 · SEC 801-114226
BOISE, ID
Source release August 3, 2026 · retrieved August 18, 2026