DFX Intelligence

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Ryan Fero

Advisor at NORTH SQUARE INVESTMENTS, LLC

CHICAGO, IL

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:cb831f3a-187e-6861-b969-95f5aa80f4e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2022 to Sep 14, 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: NORTH SQUARE INVESTMENTS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 6, 2022
First registration: Jun 6, 2022
Dual registered: yes, broker-dealer
Other names: RYAN MICHAEL FERO
IAPD individual key: 7083060

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
NORTH SQUARE INVESTMENTS, LLC	Asset manager	Mar 13, 2025	n/a	yes	CHICAGO, IL	Current employment
CAPITAL CLIENT GROUP, INC.	No RAUM reported	Jun 6, 2022	Jul 17, 2023	no	CARMEL, IN	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
CAPITAL CLIENT GROUP, INC.	NORTH SQUARE INVESTMENTS, LLC	Jul 17, 2023	Mar 13, 2025	605	Firm change after gap	Other

Relationships

Registered with (2)

→ NORTH SQUARE INVESTMENTS, LLCRegistered adviserregistration: current employment
Mar 13, 2025 to presentfactForm ADV
→ CAPITAL CLIENT GROUP, INC.Registered adviserregistration: previous registration
Jun 6, 2022 to Jul 17, 2023factForm ADV

Dated events

Occurred
Jul 17, 2023
Advisor changed firm
Ryan Fero left Capital Client Group, Inc. for North Square Investments, Llc (registered 2025-03-13)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb831f3a-187e-6861-b969-95f5aa80f4e7
First observed: Jun 6, 2022
Last observed: Sep 14, 2026 7 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.

Ryan Fero

Advisor at NORTH SQUARE INVESTMENTS, LLC

CHICAGO, IL

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:cb831f3a-187e-6861-b969-95f5aa80f4e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:37 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

NORTH SQUARE INVESTMENTS, LLC

Asset manager

Mar 13, 2025

n/a

yes

CHICAGO, IL

Current employment

CAPITAL CLIENT GROUP, INC.

No RAUM reported

Jun 6, 2022

Jul 17, 2023

CARMEL, IN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CAPITAL CLIENT GROUP, INC.

NORTH SQUARE INVESTMENTS, LLC

Jul 17, 2023

Mar 13, 2025

605

Firm change after gap

Other