DFX Intelligence

Data Factory

RIA / WealthAdvisor17 years in industry

NATHAN RUSSELL FREDERICO

Advisor at AGAVE WEALTH ADVISORS

TUCSON, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2dec20a2-3cc0-5b16-4c32-ae6df0277b70

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 10, 2008 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: AGAVE WEALTH ADVISORS
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: Nov 4, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Nov 4, 2008
First registration: Nov 10, 2008
Dual registered: no
IAPD individual key: 5616807

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
AGAVE WEALTH ADVISORS	State registered	Oct 23, 2018	n/a	yes	TUCSON, AZ	Current employment
SEGO CAPITAL MANAGEMENT LLC	n/a	Jun 22, 2016	Mar 16, 2017	no	PROVO, UT	Previous registration
JAMESTOWN WEALTH MANAGEMENT LLC	n/a	May 2, 2011	Mar 16, 2017	no	PROVO, UT	Previous registration
PREMIER CAPITAL MANAGEMENT INC	Former SEC adviser	Nov 10, 2008	Mar 29, 2010	no	PROVO, UT	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
JAMESTOWN WEALTH MANAGEMENT LLC	SEGO CAPITAL MANAGEMENT LLC	Mar 16, 2017	Jun 22, 2016	-267	Firm change after gap	Other
SEGO CAPITAL MANAGEMENT LLC	AGAVE WEALTH ADVISORS	Mar 16, 2017	Oct 23, 2018	586	Firm change after gap	Other
PREMIER CAPITAL MANAGEMENT INC	JAMESTOWN WEALTH MANAGEMENT LLC	Mar 29, 2010	May 2, 2011	399	Firm change	Other

Relationships

Registered with (4)

→ AGAVE WEALTH ADVISORSRegistered adviserregistration: current employment
Oct 23, 2018 to presentfactForm ADV
→ JAMESTOWN WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
May 2, 2011 to Mar 16, 2017factForm ADV
→ SEGO CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 22, 2016 to Mar 16, 2017factForm ADV
→ PREMIER CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Nov 10, 2008 to Mar 29, 2010factForm ADV

Dated events

No dated event names this entity yet.