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RIA / WealthAdvisor25 years in industry

DAVID ROBERT MONTERMINI

Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC

VANCOUVER, WA | Tumwater, WA

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Search this name across graphsid dfx:ria:84c1e9f9-6d41-4ba4-3979-4acb03ebb404

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 25, 2017 to Sep 15, 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: ADVISOR SHARE WEALTH 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: Jan 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 11, 2017
First registration: Jul 25, 2017
Dual registered: no
IAPD individual key: 4439037

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
ADVISOR SHARE WEALTH MANAGEMENT, LLC	Independent wealth	May 15, 2024	n/a	yes	VANCOUVER, WA\|Tumwater, WA	Current employment
CORECAP ADVISORS	Bd affiliated wealth	Feb 7, 2021	May 14, 2024	no	SOUTHFIELD, MI\|Tumwater, WA	Previous registration
VIRTUE CAPITAL MANAGEMENT, LLC	Independent wealth	May 22, 2019	Feb 2, 2021	no	BRENTWOOD, TN\|Turnwater, WA	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Jul 25, 2017	May 23, 2019	no	Tumwater, WA\|CINCINNATI, OH\|Tumwater, 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
CORECAP ADVISORS	ADVISOR SHARE WEALTH MANAGEMENT, LLC	May 14, 2024	May 15, 2024	1	Firm change	Ibd to RIA
VIRTUE CAPITAL MANAGEMENT, LLC	CORECAP ADVISORS	Feb 2, 2021	Feb 7, 2021	5	Firm change	RIA to ibd
HORTER INVESTMENT MANAGEMENT, LLC	VIRTUE CAPITAL MANAGEMENT, LLC	May 23, 2019	May 22, 2019	-1	Firm change	RIA to RIA

Relationships

Registered with (4)

→ ADVISOR SHARE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 15, 2024 to presentfactForm ADV
→ CORECAP ADVISORSRegistered adviserregistration: previous registration
Feb 7, 2021 to May 14, 2024factForm ADV
→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 22, 2019 to Feb 2, 2021factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 25, 2017 to May 23, 2019factForm ADV

Dated events

Occurred
May 14, 2024
Advisor changed firm
David Robert Montermini left Corecap Advisors for Advisor Share Wealth Management, Llc (registered 2024-05-15)
Form ADVobserved 5 days ago