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.
- Title
- Founding Partner, Client Advisorreportedfideliscapital.comfirm site, Sep 15, 2026
- Years, as the firm states
- 28reportedfideliscapital.com“Login”
- Professional profile
- fideliscapital.com/bio/paul-ayottereportedfideliscapital.comfirm site, Sep 15, 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.
- F•••••• C•••••• independent RIA currentsince Sep 9, 2022 · Tampa, Fl
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Aug 18, 2022 · Minneapolis, Mn
- W•••• F•••• I••••••••• L•• unclassifiedJun 7, 2006 to Jan 3, 2011 · Naples, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 12, 2000 to Jun 7, 2006 · Bonita Springs, Fl
- W•••• F•••• A••••••• to F•••••• C••••••left Aug 18, 2022, registered Sep 9, 2022 (22 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• I••••••••• L••left Jun 7, 2006, registered Jun 7, 2006 (0 days) · Other
- P••• J• A••••• left W•••• F•••• A••••••• for F•••••• C•••••• (registered 2022-09-09)Aug 18, 2022 · Advisor changed firm · fact
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address