Sample
The first 8 rows of today's 90-day CSV, nationwide, with the paid columns masked here (they are complete in the paid file). 960 rows in the full file.
| CRD | Firm | City | ST | Segment | Phone | Website | Employees | RAUM | Approved |
|---|---|---|---|---|---|---|---|---|---|
| 344796 | COMPOUNDING101 LLC | — | OH | State-registered | (xxx) xxx-xxxx | www.xxxxx.com | x | — | 2026-11-12 |
| 345482 | NTV HEALTHCARE INNOVATION MANAGEMENT | Naples | FL | Exempt reporting | (xxx) xxx-xxxx | www.xxxxx.com | — | — | 2026-11-12 |
| 344804 | PINE STREET WEALTH MANAGEMENT | — | PA | State-registered | (xxx) xxx-xxxx | — | x | — | 2026-11-12 |
| 341720 | TAMPA BAY ISLANDS INVESTORS, LLC | Tampa | FL | State-registered | (xxx) xxx-xxxx | www.xxxxx.com | x | — | 2026-11-12 |
| 344707 | THE ATHENAEUM MANAGEMENT LLC | — | WA | Exempt reporting | (xxx) xxx-xxxx | www.xxxxx.com | — | — | 2026-11-12 |
| 344833 | VALERIO WEALTH | — | FL | State-registered | (xxx) xxx-xxxx | — | x | — | 2026-11-12 |
| 344196 | A2 CAPITAL GROUP LLC | Arlington | VA | Exempt reporting | (xxx) xxx-xxxx | — | — | — | 2026-11-11 |
| 345104 | ALPHA CAPITAL INVESTMENT MANAGEMENT LLC | — | TX | Exempt reporting | (xxx) xxx-xxxx | — | — | — | 2026-11-11 |
The paid lists
USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.
Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)
The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.