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RIA / WealthAdvisor19 years in industry

BRIAN JAY BEWLEY

Advisor at ALIGNED WEALTH SOLUTIONS, LLC

RALEIGH, NC

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Search this name across graphsid dfx:ria:2781e31a-9dff-3873-9ebe-79a4b4a2d453

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Aug 23, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALIGNED WEALTH SOLUTIONS, LLC
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: Feb 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jun 22, 2010
First registration: Aug 23, 2010
Dual registered: no
Other names: BRIAN BEWLEY
IAPD individual key: 5828542

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALIGNED WEALTH SOLUTIONS, LLC	State registered	Mar 19, 2025	n/a	yes	RALEIGH, NC	Current employment
VIRTUE CAPITAL MANAGEMENT, LLC	Independent wealth	Sep 30, 2020	Mar 12, 2025	no	Raleigh, NC\|BRENTWOOD, TN	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Sep 11, 2017	Sep 3, 2020	no	Williamston, MI	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Oct 18, 2016	Aug 31, 2017	no	WILLIAMSTON, MI\|CINCINNATI, OH	Previous registration
LEGACY WEALTH MANAGEMENT, LLC	Independent wealth	Jan 14, 2016	Jul 8, 2016	no	Holt, MI\|BOISE, ID	Previous registration
CONOVER CAPITAL MANAGEMENT	Former SEC adviser	Oct 14, 2013	Jul 15, 2015	no	BELLEVUE, WA	Previous registration
OPTIMAL CAPITAL ADVISORS, LLC	Independent wealth	Apr 18, 2012	Sep 12, 2012	no	TRAVERSE CITY, MI	Previous registration
GENERATIONAL WEALTH ADVISORS, LLC	n/a	Mar 8, 2011	Dec 31, 2013	no	KIRKLAND, WA	Previous registration
FORTIPHI FINANCIAL, LLC	Former SEC adviser	Aug 23, 2010	Nov 29, 2010	no	SPOKANE VALLEY, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VIRTUE CAPITAL MANAGEMENT, LLC	ALIGNED WEALTH SOLUTIONS, LLC	Mar 12, 2025	Mar 19, 2025	7	Firm change	RIA to state RIA
BROOKSTONE WEALTH ADVISORS, LLC	VIRTUE CAPITAL MANAGEMENT, LLC	Sep 3, 2020	Sep 30, 2020	27	Firm change	RIA to RIA
HORTER INVESTMENT MANAGEMENT, LLC	BROOKSTONE WEALTH ADVISORS, LLC	Aug 31, 2017	Sep 11, 2017	11	Firm change	Other
LEGACY WEALTH MANAGEMENT, LLC	HORTER INVESTMENT MANAGEMENT, LLC	Jul 8, 2016	Oct 18, 2016	102	Firm change	Other
CONOVER CAPITAL MANAGEMENT	LEGACY WEALTH MANAGEMENT, LLC	Jul 15, 2015	Jan 14, 2016	183	Firm change	Other
GENERATIONAL WEALTH ADVISORS, LLC	OPTIMAL CAPITAL ADVISORS, LLC	Dec 31, 2013	Apr 18, 2012	-622	Firm change after gap	Other
OPTIMAL CAPITAL ADVISORS, LLC	CONOVER CAPITAL MANAGEMENT	Sep 12, 2012	Oct 14, 2013	397	Firm change	Other
FORTIPHI FINANCIAL, LLC	GENERATIONAL WEALTH ADVISORS, LLC	Nov 29, 2010	Mar 8, 2011	99	Firm change	Other

Relationships

Registered with (9)

→ ALIGNED WEALTH SOLUTIONS, LLCRegistered adviserregistration: current employment
Mar 19, 2025 to presentfactForm ADV
→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 30, 2020 to Mar 12, 2025factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 11, 2017 to Sep 3, 2020factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 18, 2016 to Aug 31, 2017factForm ADV
→ LEGACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 14, 2016 to Jul 8, 2016factForm ADV
→ CONOVER CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Oct 14, 2013 to Jul 15, 2015factForm ADV
→ GENERATIONAL WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 8, 2011 to Dec 31, 2013factForm ADV
→ OPTIMAL CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 18, 2012 to Sep 12, 2012factForm ADV
→ FORTIPHI FINANCIAL, LLCRegistered adviserregistration: previous registration
Aug 23, 2010 to Nov 29, 2010factForm ADV

Dated events

Occurred
Mar 12, 2025
Advisor changed firm
Brian Jay Bewley left Virtue Capital Management, Llc for Aligned Wealth Solutions, Llc (registered 2025-03-19)
Form ADVobserved 4 days ago