AUM CHANGES

Brite Avenue Capital reports $430.3M in regulatory AUM; 18 firms show changes

Brite Avenue Capital LP’s latest Form ADV filing lists $430.3M in regulatory AUM, compared with $0 in its earlier filing. Comparisons for 18 firms were observed October 21, 2026.

By Maya Chen··1 min read

Reported regulatory AUM: before and after

18firms with verified reported regulatory AUM changes

Previous reportLatest report

BRITE AVENUE CAPITAL LP
$0$430.35M
BEAU MORGAN ADVISORS
$792.72M$1.06B
FERGHANA INVESTMENT PARTNERS, LP
$100.00M$222.22M
BOOTPACK WEALTH MANAGEMENT
$83.19M$121.82M

Bars are scaled within each firm. Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.

Brite Avenue Capital LP reports $430.3M in regulatory AUM in its latest Form ADV filing, dated October 20, 2026. Its earlier filing, dated July 16, 2026, listed $0. The comparison is between reported amounts; a percentage change cannot meaningfully be calculated from a $0 starting amount.

Brite Avenue is one of 18 firms with comparable, exact reported regulatory AUM differences observed October 21, 2026. The observation date is not a filing date or a measure of asset movement. These Form ADV figures are reported regulatory AUM, not necessarily a firm’s total AUM.

Beau Morgan Advisors reports $1,062,608,147 in regulatory AUM in its October 20, 2026, filing, compared with $792,715,306 in its March 27, 2026, filing. The difference between the reported amounts is $269,892,841. Ferghana Investment Partners, LP reports $222,222,222 in its October 20, 2026, filing, compared with $100,000,000 in its May 14, 2026, filing, a difference of $122,222,222.

The comparisons also include lower reported regulatory AUM for Ironoak Wealth: its October 20, 2026, filing lists $132,602,952, compared with $162,000,000 in its June 15, 2026, filing. The difference between the reported amounts is -$29,397,048. The filings establish a difference in reported amounts, not inflows, outflows, performance or a cause.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 21, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 1 comparison without two exact reported amounts is excluded.

FirmCRDPrevious reported regulatory AUM (USD)Latest reported regulatory AUM (USD)Change in reported regulatory AUM (USD)Change (%)Previous filingLatest filingObserved
Adams Advisory Services, LLC3416830 USD5,432,101 USD5,432,101 USDNot applicable (previous AUM zero)08/28/202610/20/202610/21/2026
Beau Morgan Advisors336355792,715,306 USD1,062,608,147 USD269,892,841 USD+34.05%03/27/202610/20/202610/21/2026
Bent Creek Capital LLC286241562,043 USD562,732 USD689 USD+0.12%03/27/202610/20/202610/21/2026
Bootpack Wealth Management31098383,193,783 USD121,821,028 USD38,627,245 USD+46.43%01/22/202610/20/202610/21/2026
Brite Avenue Capital LP3431360 USD430,349,906 USD430,349,906 USDNot applicable (previous AUM zero)07/16/202610/20/202610/21/2026
Dolphin Financial Group17016037,019,197 USD37,026,379 USD7,182 USD+0.02%08/18/202610/20/202610/21/2026
Ferghana Investment Partners, LP337822100,000,000 USD222,222,222 USD122,222,222 USD+122.22%05/14/202610/20/202610/21/2026
Financial Planning Professionals, Inc.12531936,357,624 USD32,589,613 USD-3,768,011 USD-10.36%03/06/202610/20/202610/21/2026
First Security Investment Management, Inc.108350224,453,742 USD247,788,067 USD23,334,325 USD+10.40%04/24/202610/20/202610/21/2026
Fortis Wealth Management26880879,128,394 USD79,184,377 USD55,983 USD+0.07%08/06/202610/20/202610/21/2026
Fortrove Partners3285365,750,064 USD7,674,207 USD1,924,143 USD+33.46%09/23/202610/20/202610/21/2026
Georgia Advisory Group LLC306815117,000,000 USD128,000,000 USD11,000,000 USD+9.40%08/11/202610/20/202610/21/2026
Greenwich Creek Capital Management, LLC147348100,374,799 USD97,633,548 USD-2,741,251 USD-2.73%06/18/202610/20/202610/21/2026
Ironoak Wealth306403162,000,000 USD132,602,952 USD-29,397,048 USD-18.15%06/15/202610/20/202610/21/2026
Purevest31833251,584,037 USD72,414,656 USD20,830,619 USD+40.38%03/13/202610/20/202610/21/2026
Sawyer Investment Management Company174535337,000 USD580,000 USD243,000 USD+72.11%06/23/202510/20/202610/21/2026
Spruceview Capital Partners LLC1719632,342,488,072 USD2,348,212,253 USD5,724,181 USD+0.24%03/27/202610/20/202610/21/2026
Yoshida Wealth Management, Inc.30504916,989,514 USD21,430,000 USD4,440,486 USD+26.14%09/02/202610/20/202610/21/2026

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