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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

AEVITAS WEALTH MANAGEMENT, INC.

CRD 143873

WELLESLEY HILLS, MA

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:91290729-8280-db2b-4de5-8f017c14d311

Data as of Mar 20, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 7
On other graphs: 0
Observed: Mar 6, 2012 to Mar 20, 2023
35 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $546MItem 5.F on the latest filing (2023-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $534M
Private client RAUM: $531MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,479
Individual clients: 164
High net worth clients: 230
Custody, client assets: $202M
SEC number: 801-68051
CRD: 143873
Filings on the tape: 35
First filed: Mar 6, 2012
Latest filed: Mar 20, 2023
Organised: Corporation, Massachusetts

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
RESNIC, AMY, ZELMAN	CHIEF COMPLIANCE OFFICER	Na	yes	06/2017	Jun 21, 2017	Mar 20, 2023
SCHREIBER, MICHAEL, ALAN	President	E	yes	05/1987	Mar 6, 2012	Mar 20, 2023

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
CAPFINANCIAL PARTNERS, LLC	n/a	Institutional manager	$1237B	N	yes	n/a
CAPFINANCIAL SECURITIES, LLC.	n/a	Former SEC adviser	$116B	N	yes	n/a

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
2022	Mar 7, 2023	$546M	$534M	5	4	0	n/a	n/a
2021	Mar 4, 2022	$617M	$600M	6	5	0	n/a	n/a
2020	Mar 2, 2021	$502M	$487M	5	5	0	n/a	n/a
2019	Mar 18, 2020	$466M	$454M	7	6	1	n/a	n/a
2018	Mar 9, 2019	$377M	$368M	7	5	1	n/a	n/a
2017	Mar 16, 2018	$376M	$368M	6	4	1	n/a	n/a
2016	Jan 12, 2017	$326M	$318M	5	3	n/a	n/a	n/a
2015	Mar 4, 2016	$310M	$310M	5	3	n/a	n/a	n/a
2014	Mar 26, 2015	$313M	$295M	5	3	n/a	n/a	n/a
2013	Mar 19, 2014	$235M	$233M	4	2	n/a	n/a	n/a
2012	Jan 14, 2013	$186M	$185M	2	2	n/a	n/a	n/a
2011	Mar 6, 2012	$160M	$160M	n/a	n/a	n/a	n/a	n/a

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
2022	$546M	$617M	-11.5%	$466M	5.5%	5	6	0	0

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
Captrust	4	May 18, 2023	Apr 19, 2023	WELLESLEY HILLS, MA	Firm absorbed	Other	100.0%

Relationships

Affiliated with (2)

→ CAPTRUST FINANCIAL ADVISORSRegistered adviserbroker-dealer, common control
factForm ADV
→ CAPTRUSTRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← SCHREIBER, MICHAEL, ALANOwnerPRESIDENT, ownership code E, individual
Mar 6, 2012 to presentfactForm ADV
← RESNIC, AMY, ZELMANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 21, 2017 to presentfactForm ADV

Registered with (6)

← MICHAEL ALAN SCHREIBERAdvisorregistration: previous registration
Jul 2, 2007 to May 18, 2023factForm ADV
← AMY ZELMAN RESNICAdvisorregistration: previous registration
Nov 24, 2014 to May 18, 2023factForm ADV
← COREY S STEINAdvisorregistration: previous registration
Jul 10, 2017 to May 18, 2023factForm ADV
← Marisa Elise MuldowneyAdvisorregistration: previous registration
Jan 22, 2020 to May 18, 2023factForm ADV
← Andrew James CayerAdvisorregistration: previous registration
May 23, 2018 to Feb 16, 2023factForm ADV
← ELLEN KATHERINE DUFFYAdvisorregistration: previous registration
Jan 8, 2013 to Nov 9, 2020factForm ADV

Moved with (1)

→ CAPTRUSTRegistered adviser4 advisors, firm absorbed, same day
May 18, 2023 to Apr 19, 2023factForm ADV

Dated events

Occurred
May 18, 2023
Firm absorbed
Aevitas Wealth Management, Inc.'s advisors moved to Captrust (Wellesley Hills, MA): 4 of 4 registered, on the same day
Form ADVobserved 6 days ago
4 advisors
Occurred
May 18, 2023
Advisor changed firm
Corey S Stein left Aevitas Wealth Management, Inc. for Captrust (registered 2023-04-19)
Form ADVobserved 6 days ago
Occurred
May 18, 2023
Advisor changed firm
Amy Zelman Resnic left Aevitas Wealth Management, Inc. for Captrust (registered 2023-04-19)
Form ADVobserved 6 days ago
Occurred
May 18, 2023
Advisor changed firm
Marisa Elise Muldowney left Aevitas Wealth Management, Inc. for Captrust (registered 2023-04-19)
Form ADVobserved 6 days ago
Occurred
May 18, 2023
Advisor changed firm
Michael Alan Schreiber left Aevitas Wealth Management, Inc. for Captrust (registered 2023-03-21)
Form ADVobserved 6 days ago
Occurred
Feb 16, 2023
Advisor changed firm
Andrew James Cayer left Aevitas Wealth Management, Inc. for Sk Wealth Management, Llc (registered 2023-02-08)
Form ADVobserved 6 days ago
Occurred
Apr 22, 2014
Succession filed (Item 4)
Michael A. Schreiber & Associates reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91290729-8280-db2b-4de5-8f017c14d311
First observed: Mar 6, 2012
Last observed: Mar 20, 2023 42 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.

AEVITAS WEALTH MANAGEMENT, INC.

CRD 143873

WELLESLEY HILLS, MA

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:91290729-8280-db2b-4de5-8f017c14d311

Data as of Mar 20, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RESNIC, AMY, ZELMAN

CHIEF COMPLIANCE OFFICER

yes

06/2017

Jun 21, 2017

Mar 20, 2023

SCHREIBER, MICHAEL, ALAN

President

yes

05/1987

Mar 6, 2012

Mar 20, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPFINANCIAL PARTNERS, LLC

n/a

Institutional manager

$1237B

yes

n/a

CAPFINANCIAL SECURITIES, LLC.

n/a

Former SEC adviser

$116B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 7, 2023

$546M

$534M

n/a

2021

Mar 4, 2022

$617M

$600M

n/a

2020

Mar 2, 2021

$502M

$487M

n/a

2019

Mar 18, 2020

$466M

$454M

n/a

2018

Mar 9, 2019

$377M

$368M

n/a

2017

Mar 16, 2018

$376M

$368M

n/a

2016

Jan 12, 2017

$326M

$318M

n/a

2015

Mar 4, 2016

$310M

n/a

2014

Mar 26, 2015

$313M

$295M

n/a

2013

Mar 19, 2014

$235M

$233M

n/a

2012

Jan 14, 2013

$186M

$185M

n/a

2011

Mar 6, 2012

$160M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$546M

$617M

-11.5%

$466M

5.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Captrust

May 18, 2023

Apr 19, 2023

WELLESLEY HILLS, MA

Firm absorbed

Other

100.0%