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
Alberto Davila
Feed of 09/15/2026
At current firm
0 y
since Dec 22, 2025
In the industry
16 y
since Jun 25, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Belpointe Asset Management LLC independent RIA currentsince Dec 22, 2025 · Reno, Nv
- Belpointe Asset Management LLC independent RIAFeb 8, 2022 to Feb 19, 2025 · Coral Gables, Fl
- Slow Capital, Inc. mixed wealthJan 25, 2021 to Apr 5, 2022 · Miami, Fl
- Charles Schwab & Co., Inc. national BDAug 16, 2012 to Mar 1, 2019 · Miami, Fl
- Morgan Stanley wirehouseAug 19, 2010 to Sep 2, 2011 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- Slow Capital, Inc. to Belpointe Asset Management LLCleft Apr 5, 2022, registered Feb 8, 2022 (-56 days) · RIA to RIA
- Charles Schwab & Co., Inc. to Slow Capital, Inc.left Mar 1, 2019, registered Jan 25, 2021 (696 days) · Affiliated broker-dealer or bank to independent RIA
- Morgan Stanley to Charles Schwab & Co., Inc.left Sep 2, 2011, registered Aug 16, 2012 (349 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Alberto Davila left Slow Capital, Inc. for Belpointe Asset Management Llc (registered 2022-02-08)Apr 5, 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address