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·Edition ·1 min read
18firms with verified reported regulatory AUM changes
Previous reportLatest report
- BRITE AVENUE CAPITAL LP
- BEAU MORGAN ADVISORS
- FERGHANA INVESTMENT PARTNERS, LP
- BOOTPACK WEALTH MANAGEMENT
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.
| Firm | CRD | Previous reported regulatory AUM (USD) | Latest reported regulatory AUM (USD) | Change in reported regulatory AUM (USD) | Change (%) | Previous filing | Latest filing | Observed |
|---|---|---|---|---|---|---|---|---|
| Adams Advisory Services, LLC | 341683 | 0 USD | 5,432,101 USD | 5,432,101 USD | Not applicable (previous AUM zero) | 08/28/2026 | 10/20/2026 | 10/21/2026 |
| Beau Morgan Advisors | 336355 | 792,715,306 USD | 1,062,608,147 USD | 269,892,841 USD | +34.05% | 03/27/2026 | 10/20/2026 | 10/21/2026 |
| Bent Creek Capital LLC | 286241 | 562,043 USD | 562,732 USD | 689 USD | +0.12% | 03/27/2026 | 10/20/2026 | 10/21/2026 |
| Bootpack Wealth Management | 310983 | 83,193,783 USD | 121,821,028 USD | 38,627,245 USD | +46.43% | 01/22/2026 | 10/20/2026 | 10/21/2026 |
| Brite Avenue Capital LP | 343136 | 0 USD | 430,349,906 USD | 430,349,906 USD | Not applicable (previous AUM zero) | 07/16/2026 | 10/20/2026 | 10/21/2026 |
| Dolphin Financial Group | 170160 | 37,019,197 USD | 37,026,379 USD | 7,182 USD | +0.02% | 08/18/2026 | 10/20/2026 | 10/21/2026 |
| Ferghana Investment Partners, LP | 337822 | 100,000,000 USD | 222,222,222 USD | 122,222,222 USD | +122.22% | 05/14/2026 | 10/20/2026 | 10/21/2026 |
| Financial Planning Professionals, Inc. | 125319 | 36,357,624 USD | 32,589,613 USD | -3,768,011 USD | -10.36% | 03/06/2026 | 10/20/2026 | 10/21/2026 |
| First Security Investment Management, Inc. | 108350 | 224,453,742 USD | 247,788,067 USD | 23,334,325 USD | +10.40% | 04/24/2026 | 10/20/2026 | 10/21/2026 |
| Fortis Wealth Management | 268808 | 79,128,394 USD | 79,184,377 USD | 55,983 USD | +0.07% | 08/06/2026 | 10/20/2026 | 10/21/2026 |
| Fortrove Partners | 328536 | 5,750,064 USD | 7,674,207 USD | 1,924,143 USD | +33.46% | 09/23/2026 | 10/20/2026 | 10/21/2026 |
| Georgia Advisory Group LLC | 306815 | 117,000,000 USD | 128,000,000 USD | 11,000,000 USD | +9.40% | 08/11/2026 | 10/20/2026 | 10/21/2026 |
| Greenwich Creek Capital Management, LLC | 147348 | 100,374,799 USD | 97,633,548 USD | -2,741,251 USD | -2.73% | 06/18/2026 | 10/20/2026 | 10/21/2026 |
| Ironoak Wealth | 306403 | 162,000,000 USD | 132,602,952 USD | -29,397,048 USD | -18.15% | 06/15/2026 | 10/20/2026 | 10/21/2026 |
| Purevest | 318332 | 51,584,037 USD | 72,414,656 USD | 20,830,619 USD | +40.38% | 03/13/2026 | 10/20/2026 | 10/21/2026 |
| Sawyer Investment Management Company | 174535 | 337,000 USD | 580,000 USD | 243,000 USD | +72.11% | 06/23/2025 | 10/20/2026 | 10/21/2026 |
| Spruceview Capital Partners LLC | 171963 | 2,342,488,072 USD | 2,348,212,253 USD | 5,724,181 USD | +0.24% | 03/27/2026 | 10/20/2026 | 10/21/2026 |
| Yoshida Wealth Management, Inc. | 305049 | 16,989,514 USD | 21,430,000 USD | 4,440,486 USD | +26.14% | 09/02/2026 | 10/20/2026 | 10/21/2026 |