New Filings (July 2026)

These are all of the Investment Advisor and Exempt Registered Advisor filings submitted last month. Duplicate entries represent subsequent filings submitted. Look at the provided timestamps to determine the most recent filing.

Total Advisors: 1162
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Default List Group by Location
Advisor Name Type Location Advisor AUM Filing Date Details
CONSEQUENT CAPITAL INVESTMENTS, LLC
 ERA ATLANTA, GA $51,991,894
Jul 01, 2026 03:42 AM
CONSTELLATION WEALTH ADVISORS
 IA CINCINNATI, OH $1,190,953,529
Jul 30, 2026 01:55 PM
CONTEXT CAPITAL MANAGEMENT LLC
 IA LA JOLLA, CA $4,011,840,340
Jul 10, 2026 09:14 AM
CONTRARY LLC
 IA [blank], [blank] $480,520,000
Jul 08, 2026 10:15 AM
COPE CONNELLY
 IA ARLINGTON, VA $19,287,000
Jul 23, 2026 10:58 AM
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
 IA JERSEY CITY, NJ $4,976,824,213
Jul 10, 2026 02:00 PM
CORIENT IA LLC
 IA MIAMI, FL $5,702,787,787
Jul 07, 2026 04:23 PM
CORIENT IA LP
 IA MIAMI, FL $5,702,787,787
Jul 07, 2026 04:36 PM
CORRUM CAPITAL MANAGEMENT LLC
 IA CHARLOTTE, NC $707,277,635
Jul 31, 2026 11:07 AM
CORRUM CAPITAL MANAGEMENT LLC
 IA CHARLOTTE, NC $707,277,635
Jul 20, 2026 01:31 PM
CORUNDUM GROUP, INC.
 IA COLORADO SPRINGS, CO $862,589,827
Jul 15, 2026 12:53 PM
CORUNDUM PARTNERS
 ERA COLORADO SPRINGS, CO $113,261,242
Jul 15, 2026 03:42 AM
COX CAPITAL GENERAL PARTNER, L.L.C.
 ERA PHILADELPHIA, PA $21,916,328
Jul 02, 2026 03:42 AM
CQS (US), LLC
 IA NEW YORK, NY $1,422,424,379
Jul 31, 2026 10:21 AM
CRAYHILL CAPITAL MANAGEMENT LP
 IA NEW YORK, NY $2,496,798,000
Jul 30, 2026 06:07 PM
CREATIVE PLANNING
 IA OVERLAND PARK, KS $197,378,145
Jul 10, 2026 11:03 AM
CREDIT CAPITAL INVESTMENTS
 IA LIVINGSTON, NJ $259,209,938
Jul 17, 2026 05:24 PM
CREEK DRIVE MANAGEMENT GROUP LLC
 IA [blank], [blank] $182,864,622
Jul 27, 2026 07:04 PM
CREWE ADVISORS
 IA SALT LAKE CITY, UT $21,780,491
Jul 21, 2026 02:15 PM
CREWE ADVISORS
 IA SALT LAKE CITY, UT $21,780,491
Jul 17, 2026 05:01 PM
CROSSLAYER CAPITAL MANAGEMENT LLC
 IA [blank], [blank] $131,955,723
Jul 06, 2026 02:25 PM
CSR CAPITAL
 IA DALLAS, TX $60,800,000
Jul 28, 2026 09:37 AM
CSR FUND II MANAGER, LLC
 ERA DALLAS, TX $60,800,000
Jul 07, 2026 03:42 AM
CURATED WEALTH PARTNERS, LLC
 IA EL SEGUNDO, CA $59,930,146
Jul 29, 2026 10:24 PM
CURI CAPITAL, LLC
 IA CHICAGO, IL $459,170,592
Jul 07, 2026 12:39 PM
CVC SECONDARY PARTNERS (U.S.), LLC
 IA NEW YORK, NY $21,254,608,023
Jul 09, 2026 01:50 PM
CW ADVISORS, LLC
 IA BOSTON, MA $28,606,591
Jul 30, 2026 05:34 PM
CW ADVISORS, LLC
 IA BOSTON, MA $28,606,591
Jul 09, 2026 05:44 PM
CW ADVISORS, LLC
 IA BOSTON, MA $28,606,591
Jul 02, 2026 03:49 PM
CWA ASSET MANAGEMENT GROUP
 IA NAPLES, FL $23,754,721
Jul 16, 2026 11:34 AM
CYBERFORTUNE LLC
 ERA [blank], [blank] No funds
Jul 02, 2026 03:42 AM
CYNOSURE GROUP, LLC
 IA SALT LAKE CITY, UT $3,493,738,382
Jul 13, 2026 03:36 PM
CYPRESS POINT INVESTMENT MANAGEMENT LP
 IA MILL VALLEY, CA $116,337,101
Jul 29, 2026 01:23 PM
CYPRESS RIDGE CAPITAL, L.P.
 IA NEW YORK, NY $135,580,000
Jul 28, 2026 03:10 PM
CYPRIUM PARTNERS
 IA CLEVELAND, OH $544,047,544
Jul 06, 2026 01:56 PM
D. E. SHAW & CO., L.P.
 IA NEW YORK, NY $213,364,737,380
Jul 06, 2026 12:46 PM
D. E. SHAW INVESTMENT MANAGEMENT, L.L.C.
 IA NEW YORK, NY $19,153,833,768
Jul 06, 2026 01:00 PM
DAHLIA EQUITY PARTNERS
 ERA [blank], [blank] $147,045,154
Jul 10, 2026 03:42 AM
DALMORE CAPITAL LIMITED
 ERA LONDON, [blank] $484,077,760
Jul 06, 2026 03:42 AM
DAR INVESTMENT MANAGEMENT LLC
 ERA [blank], [blank] $23,100,000
Jul 02, 2026 03:42 AM
DARBY INTERNATIONAL CAPITAL
 IA [blank], [blank] $440,932,546
Jul 20, 2026 09:42 AM
DATAPOWER VENTURES
 ERA NEW YORK, NY $93,812,104
Jul 01, 2026 03:42 AM
DAVENPORT & COMPANY LLC
 IA RICHMOND, VA $709,905,606
Jul 27, 2026 11:52 AM
DAVENTRY GROUP LP
 IA NEW YORK, NY $58,062,789
Jul 15, 2026 04:21 PM
DAVID GROUP CAPITAL MANAGEMENT LTD.
 ERA HERZLIYA, [blank] $75,000,000
Jul 03, 2026 03:42 AM
DAYMARK WEALTH PARTNERS, LLC
 IA CINCINNATI, OH No funds
Jul 10, 2026 02:24 PM
DC (INDIA) ADVISORS LLP
 ERA PUNE, [blank] No funds
Jul 03, 2026 03:42 AM
DEEPXIOM LTD
 ERA DENVER, CO $78,960,522
Jul 16, 2026 03:42 AM
DEERFIELD MANAGEMENT COMPANY
 IA NEW YORK, NY $19,205,945,116
Jul 31, 2026 10:07 AM
DEFINITION CAPITAL
 IA NEW YORK, NY $791,895,131
Jul 14, 2026 10:42 AM