RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D••••• T••••• C••••••••
- Title
- President and CEOreportedaventuracap.comfirm site, Sep 16, 2026
- Partner or owner
- “Daniel, owner of Aventura Holdings, LLC, the holding company for Aventura Securities, LLC and A••••••• C•••••• M••••••••• L••, also serves as the firm's Chief Investment Officer and Chief Compliance Officer.”reportedaventuracap.comthe sentence on the bio page
- Business email
- dcauceglia@aventuracap.comreportedaventuracap.comfirm site, Sep 16, 2026
- Direct business phone
- 305-466-0467reportedaventuracap.comfirm site, Sep 16, 2026
- Professional profile
- aventuracap.com/team/daniel-caucegliareportedaventuracap.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A••••••• C•••••• M••••••••• L•• independent RIA currentsince Dec 4, 2006 · Boca Raton, Fl
- A••••••• C•••••• M••••••••• L•• independent RIADec 4, 2006 to Dec 31, 2010 · Boca Raton, Fl
- N•• A•••• M••••••••• L•• BD affiliatedMar 2, 2005 to Dec 6, 2006 · Montvale , Nj
- N•• A•••• M••••••••• L•• to A••••••• C•••••• M••••••••• L••left Dec 6, 2006, registered Dec 4, 2006 (-2 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address