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RIA / WealthAdvisorCertified Financial Planner17 years in industry

ERIK DANIEL AVERILL

Advisor at AWM CAPITAL, LLC

PHOENIX, 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:9f64b548-9786-bb69-4c6d-56801ac322c0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jun 30, 2009 to Sep 14, 2026

Across DFX

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

Venture Capitalidentity

Erik Daniel Averill

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: AWM CAPITAL, 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: Jun 19, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 19, 2009
First registration: Jun 30, 2009
Dual registered: no
Other names: ERIK D AVERILL|ERIK AVERILL
IAPD individual key: 5427694

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
AWM CAPITAL, LLC	Independent wealth	May 23, 2017	n/a	yes	PHOENIX, AZ	Current employment
BRIDGE ADVISORY LLC	Former SEC adviser	Aug 24, 2010	Jan 31, 2018	no	PASADENA, CA\|SCOTTSDALE, AZ	Previous registration
MORGAN STANLEY	Wirehouse	Jun 30, 2009	Aug 16, 2010	no	PHOENIX, AZ	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
BRIDGE ADVISORY LLC	AWM CAPITAL, LLC	Jan 31, 2018	May 23, 2017	-253	Firm change after gap	Other
MORGAN STANLEY	BRIDGE ADVISORY LLC	Aug 16, 2010	Aug 24, 2010	8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
148282:287980:AZ:2018-01-31	Jan 31, 2018	May 23, 2017	SCOTTSDALE, AZ	Firm change after gap

Relationships

Registered with (3)

→ AWM CAPITAL, LLCRegistered adviserregistration: current employment
May 23, 2017 to presentfactForm ADV
→ BRIDGE ADVISORY LLCRegistered adviserregistration: previous registration
Aug 24, 2010 to Jan 31, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 30, 2009 to Aug 16, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f64b548-9786-bb69-4c6d-56801ac322c0
First observed: Jun 30, 2009
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed 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.

ERIK DANIEL AVERILL

Advisor at AWM CAPITAL, LLC

PHOENIX, 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:9f64b548-9786-bb69-4c6d-56801ac322c0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:13 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

AWM CAPITAL, LLC

Independent wealth

May 23, 2017

n/a

yes

PHOENIX, AZ

Current employment

BRIDGE ADVISORY LLC

Former SEC adviser

Aug 24, 2010

Jan 31, 2018

PASADENA, CA|SCOTTSDALE, AZ

Previous registration

MORGAN STANLEY

Wirehouse

Jun 30, 2009

Aug 16, 2010

PHOENIX, AZ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BRIDGE ADVISORY LLC

AWM CAPITAL, LLC

Jan 31, 2018

May 23, 2017

-253

Firm change after gap

Other

MORGAN STANLEY

BRIDGE ADVISORY LLC

Aug 16, 2010

Aug 24, 2010

Firm change

Other

Team

Left

Joined

From

Kind

148282:287980:AZ:2018-01-31

Jan 31, 2018

May 23, 2017

SCOTTSDALE, AZ

Firm change after gap