DFX Intelligence
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.
Registered advisor
Blaine Michael Ferguson
Feed of 09/14/2026
At current firm
14 y
since Jan 24, 2012
In the industry
21 y
since Dec 1, 2004 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cwa Asset Management Group independent RIA currentsince Jan 24, 2012 · Naples, Fl
- Gyroscope Capital Management Group LLC formerOct 19, 2022 to Sep 19, 2023 · Naples, Fl
- Cw Institutional, LLC formerApr 29, 2022 to Mar 27, 2025 · Naples, Fl
- Fgi Investment Strategies, LLC unclassifiedMar 3, 2014 to Aug 21, 2015 · Naples, Fl
- Cwa Naples, LLC formerFeb 27, 2013 to Dec 31, 2022 · Naples, Fl
- Capital Wealth Advisors formerMar 16, 2011 to Dec 31, 2019 · Naples, Fl
- Atrium Global Bond Fund, LLC unclassifiedJul 24, 2009 to Dec 31, 2010 · Naples, Fl
- Capital Wealth Advisors formerOct 6, 2006 to Dec 31, 2010 · Naples, Fl
Moves
a registration end followed by a registration begin elsewhere
- Cw Institutional, LLC to Gyroscope Capital Management Group LLCleft Mar 27, 2025, registered Oct 19, 2022 (-890 days) · Other
- Gyroscope Capital Management Group LLC to no registered destinationleft Sep 19, 2023 · Departure, no registered destination
- Cwa Naples, LLC to Fgi Investment Strategies, LLCleft Dec 31, 2022, registered Mar 3, 2014 (-3225 days) · Other · moved with a team
- Capital Wealth Advisors to Cwa Asset Management Groupleft Dec 31, 2019, registered Jan 24, 2012 (-2898 days) · Other · moved with a team
- Fgi Investment Strategies, LLC to Cw Institutional, LLCleft Aug 21, 2015, registered Apr 29, 2022 (2443 days) · Other
- Atrium Global Bond Fund, LLC to Capital Wealth Advisorsleft Dec 31, 2010, registered Mar 16, 2011 (75 days) · Other
- Capital Wealth Advisors to Atrium Global Bond Fund, LLCleft Dec 31, 2010, registered Jul 24, 2009 (-525 days) · Other
Signals
- Blaine Michael Ferguson left Cw Institutional, Llc for Gyroscope Capital Management Group Llc (registered 2022-10-19)Mar 27, 2025 · Advisor changed firm · fact
- Blaine Michael Ferguson no longer registered at Gyroscope Capital Management Group Llc; no later IA registration on IAPDSep 19, 2023 · Advisor departure · fact
- Blaine Michael Ferguson left Cwa Naples, Llc for Fgi Investment Strategies, Llc (registered 2014-03-03)Dec 31, 2022 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address