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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

SELECT PORTFOLIO MANAGEMENT INC

CRD 107228

ALISO VIEJO, CA

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:bce2e984-9d99-264d-174a-c10ce1a3307f

Data as of Mar 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 8
On other graphs: 0
Observed: Mar 30, 2012 to Mar 24, 2025
26 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: $0Item 5.F on the latest filing (2025-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 8
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-44268
CRD: 107228
Filings on the tape: 26
First filed: Mar 30, 2012
Latest filed: Mar 24, 2025
Organised: Corporation, DE
Website: selectportfolio.com

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
AMARADIO, ANTHONY, JOSEPH	PRESIDENT; CHIEF STRATEGIST; CHIEF MARKETING OFFICER	Na	yes	03/2018	Mar 30, 2012	May 20, 2024
AMARADIO, CARIN, RUTH	CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER	E	yes	02/1993	Mar 30, 2012	May 20, 2024
THOMPSON, LAURIE, ANN	VICE PRESIDENT; CHIEF OPERATIONS OFFICER; COMPLIANCE OFFICER	Na	yes	02/2013	Feb 19, 2013	May 20, 2024

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
SELECT MONEY MANAGEMENT, INC.	n/a	Independent wealth	$1.8B	N	yes	n/a
CARIN R. AMARADIO	n/a	n/a	n/a	Y	yes	n/a
SECURITIES EQUITY GROUP	n/a	n/a	n/a	N	yes	n/a
SPM INSURANCE SERVICES, INC.	n/a	n/a	n/a	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
2024	Mar 24, 2025	$0	$0	8	8	0	n/a	n/a
2023	Mar 26, 2024	n/a	n/a	8	8	0	n/a	n/a
2022	Mar 13, 2023	n/a	n/a	8	8	0	n/a	n/a
2021	Mar 28, 2022	n/a	n/a	8	8	0	n/a	n/a
2020	Mar 30, 2021	n/a	n/a	8	8	0	n/a	n/a
2019	Mar 26, 2020	n/a	n/a	8	8	0	n/a	n/a
2018	Mar 27, 2019	n/a	n/a	8	8	0	n/a	n/a
2017	Mar 30, 2018	n/a	n/a	7	7	0	n/a	n/a
2016	Mar 30, 2017	n/a	n/a	7	7	n/a	n/a	n/a
2015	Mar 31, 2016	n/a	n/a	7	7	n/a	n/a	n/a
2014	Mar 31, 2015	n/a	n/a	7	7	n/a	n/a	n/a
2013	Mar 27, 2014	n/a	n/a	7	7	n/a	n/a	n/a
2012	Mar 27, 2013	n/a	n/a	7	7	n/a	n/a	n/a
2011	Mar 30, 2012	$2.3M	$2.3M	n/a	n/a	n/a	n/a	n/a

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
0	6	-6	n/a	0	0	0	0	6

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
2024	$0	n/a	n/a	n/a	n/a	8	8	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
SELECT MONEY MANAGEMENT, INC.	6	Oct 19, 2025	Mar 21, 2019	ALISO VIEJO, CA	Firm absorbed	Other	100.0%

Relationships

Affiliated with (2)

← SELECT MONEY MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
→ SELECT MONEY MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (12)

← DANIEL AMARADIOAdvisorregistration: previous registration
Feb 1, 1996 to Oct 19, 2025factForm ADV
← MARK GOLDSMITHAdvisorregistration: previous registration
May 20, 1996 to Oct 19, 2025factForm ADV
← SEMIR MUTWAKIL AMINAdvisorregistration: previous registration
Mar 27, 2006 to Oct 19, 2025factForm ADV
← ANTHONY PIZZOAdvisorregistration: previous registration
Mar 21, 2019 to Oct 19, 2025factForm ADV
← Anthony Joseph AmaradioAdvisorregistration: previous registration
Jul 8, 1997 to Oct 19, 2025factForm ADV
← GARY RAYMOND MCCARVERAdvisorregistration: previous registration
May 31, 2012 to Oct 19, 2025factForm ADV
← PARK E RANDAZZOAdvisorregistration: previous registration
Jun 1, 2012 to Apr 3, 2018factForm ADV
← DAVID MICHAEL JONESAdvisorregistration: previous registration
Mar 24, 2006 to Dec 31, 2012factForm ADV
← GILBERT ROWLAND HESSAdvisorregistration: previous registration
Sep 28, 2011 to Mar 29, 2012factForm ADV
← ADAM PATRICK LIQUORIAdvisorregistration: previous registration
Oct 31, 2011 to Mar 1, 2012factForm ADV
← PAUL EDWARD BOZYMOWSKIAdvisorregistration: previous registration
Jan 29, 1996 to Aug 20, 2008factForm ADV
← TIMOTHY LEE VOORHEESAdvisorregistration: previous registration
Sep 13, 2007 to Aug 6, 2008factForm ADV

Controls (3)

← THOMPSON, LAURIE, ANNOwnerVICE PRESIDENT; CHIEF OPERATIONS OFFICER; COMPLIANCE OFFICER, ownership code NA, individual
Feb 19, 2013 to May 20, 2024factForm ADV
← AMARADIO, CARIN, RUTHOwnerCHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 30, 2012 to May 20, 2024factForm ADV
← AMARADIO, ANTHONY, JOSEPHOwnerPRESIDENT; CHIEF STRATEGIST; CHIEF MARKETING OFFICER, ownership code NA, individual
Mar 30, 2012 to May 20, 2024factForm ADV

Moved with (1)

→ SELECT MONEY MANAGEMENT, INC.Registered adviser6 advisors, firm absorbed, same day
Oct 19, 2025 to Mar 21, 2019factForm ADV

Dated events

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

Occurred
Oct 19, 2025
Firm absorbed
Select Portfolio Management Inc's advisors moved to Select Money Management, Inc. (Aliso Viejo, CA): 6 of 6 registered, on the same day
Form ADVobserved 3 days ago
6 advisors
Occurred
Oct 19, 2025
Advisor changed firm
Anthony Pizzo left Select Portfolio Management Inc for Select Money Management, Inc. (registered 2019-03-21)
Form ADVobserved 4 days ago
Occurred
Oct 19, 2025
Advisor changed firm
Anthony Joseph Amaradio left Select Portfolio Management Inc for Select Money Management, Inc. (registered 2011-01-19)
Form ADVobserved 4 days ago
Occurred
Oct 19, 2025
Advisor changed firm
Gary Raymond Mccarver left Select Portfolio Management Inc for Select Money Management, Inc. (registered 2013-02-11)
Form ADVobserved 4 days ago
Occurred
Oct 19, 2025
Advisor changed firm
Daniel Amaradio left Select Portfolio Management Inc for Select Money Management, Inc. (registered 2010-03-15)
Form ADVobserved 4 days ago
Occurred
Oct 19, 2025
Advisor changed firm
Mark Goldsmith left Select Portfolio Management Inc for Select Money Management, Inc. (registered 2010-03-15)
Form ADVobserved 4 days ago
Occurred
Oct 19, 2025
Advisor changed firm
Semir Mutwakil Amin left Select Portfolio Management Inc for Select Money Management, Inc. (registered 2011-01-06)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
Select Portfolio Management Inc no longer on the SEC adviser roster (last listed 2025-09-02)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bce2e984-9d99-264d-174a-c10ce1a3307f
First observed: Mar 30, 2012
Last observed: Mar 24, 2025 18 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.

SELECT PORTFOLIO MANAGEMENT INC

CRD 107228

ALISO VIEJO, CA

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:bce2e984-9d99-264d-174a-c10ce1a3307f

Data as of Mar 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMARADIO, ANTHONY, JOSEPH

PRESIDENT; CHIEF STRATEGIST; CHIEF MARKETING OFFICER

yes

03/2018

Mar 30, 2012

May 20, 2024

AMARADIO, CARIN, RUTH

CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER

yes

02/1993

Mar 30, 2012

May 20, 2024

THOMPSON, LAURIE, ANN

VICE PRESIDENT; CHIEF OPERATIONS OFFICER; COMPLIANCE OFFICER

yes

02/2013

Feb 19, 2013

May 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SELECT MONEY MANAGEMENT, INC.

n/a

Independent wealth

$1.8B

yes

n/a

CARIN R. AMARADIO

n/a

yes

n/a

SECURITIES EQUITY GROUP

n/a

yes

n/a

SPM INSURANCE SERVICES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 24, 2025

n/a

2023

Mar 26, 2024

n/a

2022

Mar 13, 2023

n/a

2021

Mar 28, 2022

n/a

2020

Mar 30, 2021

n/a

2019

Mar 26, 2020

n/a

2018

Mar 27, 2019

n/a

2017

Mar 30, 2018

n/a

2016

Mar 30, 2017

n/a

2015

Mar 31, 2016

n/a

2014

Mar 31, 2015

n/a

2013

Mar 27, 2014

n/a

2012

Mar 27, 2013

n/a

2011

Mar 30, 2012

$2.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-6

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SELECT MONEY MANAGEMENT, INC.

Oct 19, 2025

Mar 21, 2019

ALISO VIEJO, CA

Firm absorbed

Other

100.0%