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Employer firm

Fiduciary Capital Management LLC CRD 340618

$150M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Fiduciary Capital Management Llc

1621 Central Ave, Cheyenne, WY 82001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-29
  • CA RA
    APPROVED
    Since 2026-06-29

Branch Locations

Lakewood Ranch, FL • United States

1621 Central Ave, Cheyenne, WY 82001 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pelican I Real Estate Naples FL 10/1980 Present
Miromar Realty, Llc Miromar Lakes FL 08/2012 01/2017
Babcock Ranch Babcock Ranch FL 01/2017 12/2017
Dst Investments, Llc Naples FL 12/2019 06/2021
Msc-Bd, Llc Tualatin OR 10/2007 Present
Naples Asset Management Co., Llc Naples FL 06/2015 Present
Fiduciary Capital Management Llc Cheyenne WY 02/2025 Present
  • 10/1980 → Present
    Pelican I Real Estate
    Naples, FL
  • 08/2012 → 01/2017
    Miromar Realty, Llc
    Miromar Lakes, FL
  • 01/2017 → 12/2017
    Babcock Ranch
    Babcock Ranch, FL
  • 12/2019 → 06/2021
    Dst Investments, Llc
    Naples, FL
  • 10/2007 → Present
    Msc-Bd, Llc
    Tualatin, OR
  • 06/2015 → Present
    Naples Asset Management Co., Llc
    Naples, FL
  • 02/2025 → Present
    Cheyenne, WY
Previous Registrations
  • 2020-05-13 → 2026-06-01
    Mooresville, NC
    Lakewood Ranch, FL
  • 2020-02-21 → 2021-06-03
    Dst Investments, Llc
    Naples, FL
  • 2015-07-14 → 2019-12-05
    Mooresville, NC
Other Businesses

REAL ESTATE BROKER - Real Estate Commission based. Pelican I Real Estate Development. 9807 Old Hyde Park Place, Lakewood Ranch, FL 34202 5 HOURS A WEEK. Non-investment related. DST CONSULTANT - Rep has dba for consulting services related to 1031, 1033 and Opportunity Zone accredited and institutional investors, website https://dst.investments. 15 HOURS A WEEK. Investment related. CO-EDITOR - DST News, non subscription free informational website related to market news and commentaries on DST, 1031, 1033, Opportunity Zone strategies. Website: https://dstnews.org. CO-AUTHOR - Of "DST Wealth Building", 1 HOUR A WEEK. Educational publication on real estate investing. Investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-20
S65 Uniform Investment Adviser Law Examination 2015-03-05
S66 Uniform Combined State Law Examination 2009-02-17
  • S63 Uniform Securities Agent State Law Examination
    2021-08-20
  • S65 Uniform Investment Adviser Law Examination
    2015-03-05
  • S66 Uniform Combined State Law Examination
    2009-02-17
Other Names
  • Alfred Joseph Dinicola

View on SEC IAPD

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