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

Brian Jay Bewley

Aligned Wealth Solutions, LLCstate registeredRaleigh, NcIA-onlyIAPD 5828542

Feed of 09/14/2026

Also filed as Brian Bewley

At current firm

1 y

since Mar 19, 2025

In the industry

19 y

since Feb 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Aligned Wealth Solutions, LLC state registered current
since Mar 19, 2025 · Raleigh, Nc
Virtue Capital Management, LLC independent RIA
Sep 30, 2020 to Mar 12, 2025 · Raleigh, Nc
Brookstone Wealth Advisors, LLC no RAUM
Sep 11, 2017 to Sep 3, 2020 · Williamston, Mi
Horter Investment Management, LLC independent RIA
Oct 18, 2016 to Aug 31, 2017 · Williamston, Mi
Legacy Wealth Management, LLC independent RIA
Jan 14, 2016 to Jul 8, 2016 · Holt, Mi
Conover Capital Management former
Oct 14, 2013 to Jul 15, 2015 · Bellevue, Wa
Optimal Capital Advisors, LLC independent RIA
Apr 18, 2012 to Sep 12, 2012 · Traverse City, Mi
Generational Wealth Advisors, LLC unclassified
Mar 8, 2011 to Dec 31, 2013 · Kirkland, Wa
Fortiphi Financial, LLC former
Aug 23, 2010 to Nov 29, 2010 · Spokane Valley, Wa

Moves

a registration end followed by a registration begin elsewhere

Virtue Capital Management, LLC to Aligned Wealth Solutions, LLC
left Mar 12, 2025, registered Mar 19, 2025 (7 days) · RIA to a state-registered adviser
Brookstone Wealth Advisors, LLC to Virtue Capital Management, LLC
left Sep 3, 2020, registered Sep 30, 2020 (27 days) · RIA to RIA
Horter Investment Management, LLC to Brookstone Wealth Advisors, LLC
left Aug 31, 2017, registered Sep 11, 2017 (11 days) · Other
Legacy Wealth Management, LLC to Horter Investment Management, LLC
left Jul 8, 2016, registered Oct 18, 2016 (102 days) · Other
Conover Capital Management to Legacy Wealth Management, LLC
left Jul 15, 2015, registered Jan 14, 2016 (183 days) · Other
Generational Wealth Advisors, LLC to Optimal Capital Advisors, LLC
left Dec 31, 2013, registered Apr 18, 2012 (-622 days) · Other
Optimal Capital Advisors, LLC to Conover Capital Management
left Sep 12, 2012, registered Oct 14, 2013 (397 days) · Other
Fortiphi Financial, LLC to Generational Wealth Advisors, LLC
left Nov 29, 2010, registered Mar 8, 2011 (99 days) · Other

Signals

Brian Jay Bewley left Virtue Capital Management, Llc for Aligned Wealth Solutions, Llc (registered 2025-03-19)
Mar 12, 2025 · 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: STATE REGISTEREDderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address