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M•••• C••••••• A••••••• S••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 1b 10b

M•••• C••••••• A••••••• S••••••

M•••• C••••••• CAPITAL CORP, CRD 12963

PALM BEACH GARDENS, FL

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:382aa419-4d8e-d6f6-af62-133adffc0af8

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 768
Dated events: 40
On other graphs: 1
Observed: Mar 16, 2012 to Mar 24, 2026
49 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M•••• C••••••• A••••••• S••••••

Intermediary · shared crd

Facts

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

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=456.0
Regulatory AUM: $4.1BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5B
Private client RAUM: $4.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 395
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 395

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G••••• N••••••• I•••	n/a	PALM BEACH GARDENS, FL \| GLASTONBURY, CT	33	35	n/a	yes
R•••••• P•••• B••••••••	Certified Financial Planner	SUN CITY CENTER, FL \| TAMPA, FL \| Tampa, FL \| Ruckin, FL \| PALM BEACH GARDENS, FL	32

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••• C••••••• I•••••••••	OWNS 100% OF M••••	E	yes	01/1991	Mar 24, 2026	Mar 24, 2026
W••••• D•••• S••••••	PRESIDENT \| CHIEF EXECUTIVE OFFICER COMPLIANCE OFFICER	Na	yes	09/1987	Mar 24, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G•• S••••••••• I•••	n/a	Bd affiliated wealth	$4.8B	N	yes	n/a
W•• A•••••••• I••	n/a	Independent wealth	$267M	N	yes

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Louisville	Ky	United States	14	yes
SAINT PETERS	Mo	United States	10	yes
Fullerton	CA	United States	8	yes
Marietta	Ga	United States	7	yes
Libertyville	IL

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
25	35	-10	8.9%	5	5	0	54	69

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.1B	$3.3B	22.2%	$2.6B	15.4%	478	431	25	25

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
H•••••• I••••••••• I•••	5	Apr 15, 2026	Sep 23, 2025	PALM BEACH GARDENS, FL	Team lift out	Ibd to RIA	1.3%
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	2	Feb 4, 2026

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
T••••••	3	Apr 15, 2026	Jan 6, 2026	CONWAY, AR	Firm absorbed	RIA to ibd	100.0%
T••••••	4	Dec 6, 2025	Dec 19, 2025

Relationships

showing 80 of 768

Registered with (76)

← Travis Gordon WellsAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← Aaron L BlakeAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← Jake V BeldenAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← Dillon A Forcier

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 10, 2026
Advisor changed firm
T••••• E••••• Wells left M•••• C••••••• A••••••• S•••••• for Brookstone Capital Management LLC (registered 2026-09-17)
Form ADVobserved 3 days ago
Occurred
Jul 17, 2026
Advisor changed firm
S•••••• Laurence Shloss left M•••• C••••••• A••••••• S•••••• for Castle Financial (registered 2026-07-17)
Form ADVobserved 7 days ago
Occurred
Jul 7, 2026
Advisor changed firm
Nicholas G. Amendolara left M•••• C••••••• A••••••• S•••••• for Strategic Advisers Llc (registered 2026-08-07)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:382aa419-4d8e-d6f6-af62-133adffc0af8
First observed: Mar 16, 2012
Last observed: Mar 24, 2026 6 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.

2025	Mar 24, 2026	$4.1B	$2.5B	478	375	25	n/a	n/a
2024	Mar 20, 2025	$3.3B	$2.0B	431	431	25	n/a	n/a
2023	Mar 12, 2024	$2.9B	$1.7B	407	407	24	n/a	n/a
2022	Mar 21, 2023	$2.6B	$1.5B	429	429	24	n/a	n/a
2021	Mar 17, 2022	$3.1B	$1.8B	519	450	378	n/a	n/a
2020	Mar 31, 2021	$3.3B	$2.2B	533	430	362	n/a	n/a
2019	Mar 31, 2020	$2.8B	$1.9B	538	435	366	n/a	n/a
2018	Mar 29, 2019	$2.2B	$654M	545	434	386	n/a	n/a
2017	Mar 29, 2018	$2.0B	$1.8B	537	418	315	n/a	n/a
2016	Mar 27, 2017	$1.4B	$1.4B	510	398	n/a	n/a	n/a
2015	Mar 31, 2016	$1.2B	$1.2B	524	392	n/a	n/a	n/a
2014	Mar 31, 2015	$961M	$961M	519	392	n/a	n/a	n/a
2013	Mar 24, 2014	$956M	$956M	575	400	n/a	n/a	n/a
2012	Mar 15, 2013	$846M	$846M	575	400	n/a	n/a	n/a
2011	Mar 16, 2012	$744M	$744M	n/a	n/a	n/a	n/a	n/a