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.
SEC-registered adviser
Slow Capital, Inc.
Latest filing Feb 9, 2026
First filing on the tape Feb 15, 2017 · 24 filings
SEC status approved since Mar 8, 2017
RAUM
$953M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
24%
$231M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$477M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$953M as of Feb 9, 2026
Feb 16, 2018$374M then
HNW client RAUM$226M as of Feb 9, 2026
Feb 8, 2019$83.5M then
State-registered IARs (5.B.3)2 as of Feb 9, 2026
Feb 16, 20181 then
Employees (5.A)4 as of Feb 9, 2026
Feb 16, 20184 then
Private funds: no history
RAUM +18% over the last fiscal year+15% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 9, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $477MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $2.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.3%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, otherreportedItem 5.G
- Custody
- $19.5M, 10 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$618M65%
- High-net-worth individuals$226M24%
- Investment companies$93.4M9.8%
- Charitable organizations$8.3M0.9%
- Individuals$4.6M0.5%
- Corporations and businesses$3.0M0.3%
- Individual clients
- 22reported
- HNW clients
- 68reported
- Pension plan clients
- n/areported
- Charitable clients
- 2reported
- Accounts
- 438reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $19.5M for 10 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.24 fund_share=0.75 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Allen Johnson | Greenbrae, Ca | Mar 9, 2017 | 28 y | 3 |
| Gesa Emarie Jaravata | Greenbrae, Ca | Jul 5, 2018 | 12 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Alberto Davila to Belpointe Asset Management LLCApr 5, 2022 · RIA to RIA
- Charles John Zimmerer to Anthem Advisors, LLCApr 5, 2022 · Other
- Jimmy Gonzalez to Belpointe Asset Management LLCApr 5, 2022 · RIA to RIA
- Alexander Semare Tecle to Belpointe Asset Management LLCApr 5, 2022 · RIA to RIA
Joined, latest
- Alberto Davila from Charles Schwab & Co., Inc.Jan 25, 2021 · Affiliated broker-dealer or bank to independent RIA
- Alexander Semare Tecle from Anthem Advisors, LLCJul 14, 2020 · Other
- Jimmy Gonzalez from Anthem Advisors, LLCApr 30, 2019 · Other
- Charles John Zimmerer from Perigon Wealth Management, LLCFeb 25, 2019 · RIA to RIA
- Gesa Emarie Jaravata from Perigon Wealth Management, LLCJul 5, 2018 · Other
- Matthew Allen Johnson from Perigon Wealth Management, LLCMar 9, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Belpointe Asset Management LLCApr 5, 2022 · Miami, Fl
- 2 joined from Perigon Wealth Management, LLCJul 2, 2018 · San Francisco, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Emarie Gesa Jaravata · Chief Compliance Officercontrolsince 07/2018 · owns 5% to 10%
- Allen Matthew Johnson · Ceocontrolsince 01/2017 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Greenbrae, Ca · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Feb 9, 2026custody of client assets (Item 9.A): no on the filing of 2025-02-03, yes on the filing of 2026-02-09peers: independent wealth managers, $500M to $1B (1,483)
What changed
consecutive filings, newest first
- Accounts · 424 to 438Feb 3, 2025 to Feb 9, 2026
- Charity clients · 1 to 2Feb 3, 2025 to Feb 9, 2026
- HNW clients · 69 to 68Feb 3, 2025 to Feb 9, 2026
- Individual clients · 19 to 22Feb 3, 2025 to Feb 9, 2026
- Assets in custody · unset to 19475727.0Feb 3, 2025 to Feb 9, 2026
- Custody of client assets · false to trueFeb 3, 2025 to Feb 9, 2026
- Discretionary RAUM · $810M to $953MFeb 3, 2025 to Feb 9, 2026
- HNW RAUM · $186M to $226MFeb 3, 2025 to Feb 9, 2026
- Individual RAUM · $3.9M to $4.6MFeb 3, 2025 to Feb 9, 2026
- RAUM · $810M to $953MFeb 3, 2025 to Feb 9, 2026
- Accounts · 409 to 424Dec 10, 2024 to Feb 3, 2025
- HNW clients · 67 to 69Dec 10, 2024 to Feb 3, 2025
- Individual clients · 17 to 19Dec 10, 2024 to Feb 3, 2025
- Financial planning clients · 0 to 51-100Dec 10, 2024 to Feb 3, 2025
- Discretionary RAUM · $733M to $810MDec 10, 2024 to Feb 3, 2025
- HNW RAUM · $153M to $186MDec 10, 2024 to Feb 3, 2025
- Individual RAUM · $2.7M to $3.9MDec 10, 2024 to Feb 3, 2025
- RAUM · $733M to $810MDec 10, 2024 to Feb 3, 2025
- Advisory activities · 3 to 4Feb 5, 2024 to Dec 10, 2024
- Accounts · 406 to 409May 2, 2023 to Feb 5, 2024
- HNW clients · 60 to 67May 2, 2023 to Feb 5, 2024
- Individual clients · 18 to 17May 2, 2023 to Feb 5, 2024
- Financial planning clients · unset to 0May 2, 2023 to Feb 5, 2024
- Discretionary RAUM · $625M to $733MMay 2, 2023 to Feb 5, 2024
- HNW RAUM · $128M to $153MMay 2, 2023 to Feb 5, 2024
- Individual RAUM · $4.3M to $2.7MMay 2, 2023 to Feb 5, 2024
- RAUM · $625M to $733MMay 2, 2023 to Feb 5, 2024
- Accounts · 569 to 406Aug 18, 2022 to Feb 15, 2023
- Advisory activities · 2 to 3Aug 18, 2022 to Feb 15, 2023
- Corporate clients · 3 to 1Aug 18, 2022 to Feb 15, 2023
- HNW clients · 86 to 60Aug 18, 2022 to Feb 15, 2023
- Individual clients · 65 to 18Aug 18, 2022 to Feb 15, 2023
- Discretionary RAUM · $979M to $625MAug 18, 2022 to Feb 15, 2023
- HNW RAUM · $196M to $128MAug 18, 2022 to Feb 15, 2023
- Individual RAUM · $20.1M to $4.3MAug 18, 2022 to Feb 15, 2023
- RAUM · $979M to $625MAug 18, 2022 to Feb 15, 2023
- Advisory employees · 6 to 2Feb 4, 2022 to Apr 26, 2022
- Employees · 8 to 4Feb 4, 2022 to Apr 26, 2022
- Insurance-licensed employees · 4 to 0Feb 4, 2022 to Apr 26, 2022
- State-registered IARs · 6 to 2Feb 4, 2022 to Apr 26, 2022
Signals
9 dated events
- Slow Capital, Inc. reported RAUM $625.5M, down 36% from $979.0M (2022-08-18 to 2023-02-15)Feb 15, 2023 · RAUM change · derived
- Jimmy Gonzalez left Slow Capital, Inc. for Belpointe Asset Management Llc (registered 2026-01-01)Apr 5, 2022 · Advisor changed firm · fact
- Alexander Semare Tecle left Slow Capital, Inc. for Belpointe Asset Management Llc (registered 2022-03-25)Apr 5, 2022 · Advisor changed firm · fact
- Charles John Zimmerer left Slow Capital, Inc. for Anthem Advisors, Llc (registered 2019-03-27)Apr 5, 2022 · Advisor changed firm · fact
- Alberto Davila left Slow Capital, Inc. for Belpointe Asset Management Llc (registered 2022-02-08)Apr 5, 2022 · Advisor changed firm · fact
- 2 advisors left Slow Capital, Inc. (Miami, FL) for Belpointe Asset Management LLC on the same dayApr 5, 2022 · Team lift-out · derived
- Slow Capital, Inc. reported RAUM $979.0M, up 38% from $710.8M (2021-11-09 to 2022-02-04)Feb 4, 2022 · RAUM change · derived
- Slow Capital, Inc. reported RAUM $583.5M, up 41% from $414.3M (2019-08-23 to 2020-02-12)Feb 12, 2020 · RAUM change · derived
- Slow Capital, Inc. filed its initial SEC registration (Form ADV)Feb 15, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/slow-capital-inc.reportedpublic record, Form ADV, Sep 17, 2026
- Website
- SLOWCAPITAL.COreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 415-727-7569reportedpublic record, Form ADV, Feb 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $477Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026