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

8020 CAPITAL MANAGEMENT

Current firm class

state registeredderived

Book size

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

Industry start

Apr 30, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65|S63

First exam

Apr 30, 1998

First registration

Jun 27, 2002

Dual registered

no

IAPD individual key

2510466

• Occurred

  Apr 6, 2026
  Advisor changed firm

  Scott Jolyon Monroe left Towneley Capital Management, Inc. for 8020 Capital Management (registered 2026-07-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1cf77618-99d3-ec72-6796-04df4cd9e582

First observed

Jun 27, 2002

Last observed

Sep 14, 2026 5 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.