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.

Current firm

INFLECTION CAPITAL MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 13, 2020

First registration

Jan 23, 2020

Dual registered

no

Other names

Sam Gordon Stanton

IAPD individual key

6887399

• Occurred

  Feb 20, 2025
  Advisor changed firm

  Samuel Gordon Stanton left Lake Street Advisors for Inflection Capital Management, Llc (registered 2025-07-11)

  Form ADVobserved 5 days ago
• Occurred

  Oct 24, 2023
  Advisor changed firm

  Samuel Gordon Stanton left Eaton Vance Management for Lake Street Advisors (registered 2023-12-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:01b5af4b-a34d-c58f-af3e-9690cf2a9571

First observed

Jan 23, 2020

Last observed

Sep 17, 2026 3 days ago

Source families

Federal regulator filings

1 registered feed 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.