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.

Current firm

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

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

Feb 26, 1982earliest registration or exam on IAPD

Years in industry

44derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Feb 26, 1982

First registration

Sep 15, 2008

Dual registered

yes, broker-dealer

IAPD individual key

969

• Occurred

  Nov 7, 2024
  Advisor changed firm

  Craig Maxwell Adams left Ficast Corporation for Confidential Management Advisors, Inc. (registered 2024-03-11)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fa4d580c-815a-b121-31a8-3d1829b60fe2

First observed

Sep 15, 2008

Last observed

Sep 14, 2026 4 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.