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.
Feed of 09/14/2026
Also filed as Jorge Friguls
At current firm
0 y
since Jan 5, 2026
In the industry
19 y
since Jul 1, 2007 (earliest exam, job or registration)
Prior registered firms
3
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Capacuity LLC other currentsince Jan 5, 2026 · Lake Mary, Fl
- Mariner Institutional, LLC otherJul 10, 2024 to Oct 15, 2025 · Winter Park, Fl
- Newport Group Consulting, LLC institutionalApr 18, 2017 to Jul 25, 2022 · Lake Mary, Fl
- Newport Group Securities, Inc. formerJun 22, 2012 to Dec 21, 2017 · Lake Mary, Fl
Moves
a registration end followed by a registration begin elsewhere
- Mariner Institutional, LLC to Capacuity LLCleft Oct 15, 2025, registered Jan 5, 2026 (82 days) · Other
- Newport Group Consulting, LLC to Mariner Institutional, LLCleft Jul 25, 2022, registered Jul 10, 2024 (716 days) · Other
- Newport Group Securities, Inc. to Newport Group Consulting, LLCleft Dec 21, 2017, registered Apr 18, 2017 (-247 days) · channel change inside one enterprise, not a move · moved with a team
Signals
- Jorge Ricardo Friguls left Mariner Institutional, Llc for Capacuity Llc (registered 2026-01-05)Oct 15, 2025 · Advisor changed firm · fact
- Jorge Ricardo Friguls left Newport Group Consulting, Llc for Mariner Institutional, Llc (registered 2024-07-10)Jul 25, 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
- Other adviserderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address