This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

institutional managerderivedprivate_client_share=0.02 fund_share=0.09 institutional_share=0.89 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$628MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$377M

Private client RAUM

$11.5MderivedItem 5.D individuals plus high net worth individuals

Private client share

2%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

16

Advisory employees

9

Offices

1Schedule D 1.F, beyond the principal office

Accounts

120

SEC number

801-119451

CRD

309860

Filings on the tape

10

First filed

Aug 14, 2020

Latest filed

Mar 30, 2026

Organised

Limited Liability Company, DE

Website

capshift.com

• Occurred

  Mar 30, 2026
  Regulatory AUM changed

  Capshift Advisors reported RAUM $628.0M, up 27% from $495.2M (2025-03-28 to 2026-03-30)

  Form ADVobserved 4 days ago
  $133M
• Occurred

  Mar 28, 2025
  Regulatory AUM changed

  Capshift Advisors reported RAUM $495.2M, up 36% from $363.1M (2024-03-27 to 2025-03-28)

  Form ADVobserved 4 days ago
  $132M
• Occurred

  Mar 31, 2023
  Regulatory AUM changed

  Capshift Advisors reported RAUM $276.2M, up 119% from $126.1M (2022-11-29 to 2023-03-31)

  Form ADVobserved 4 days ago
  $150M
• Occurred

  Jun 24, 2021
  Control person left

  James Mark Cirilli (Shareholder) no longer on Schedule A of Capshift Advisors (listed 2021-01-13, absent 2021-06-24)

  Form ADVobserved 4 days ago
• Occurred

  Aug 14, 2020
  First Form ADV filing

  Capshift Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:00a6744c-bc2e-2a5e-ad82-063ea6a29785

First observed

Aug 14, 2020

Last observed

Mar 30, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.