THE AUGUST GROUP CAPITAL LIMITED

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UUID26762c9e-0700-51ab-b843-c6bf986dcce2

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	311499	311499	—	1.0
sec_file_number	801-120147	801-120147	—	—

Profile

Websitehttps://www.linkedin.com/company/theaugustgroup-buildwealth

HQ CityTORONTO

HQ StateNone

HQ CountryCanada

AUM (USD)—

AUM As OfNone

Aliases:

AUGUST GROUP adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)649,737,846.0
RAUM (discretionary)607,457,561.0
Actionable assets649,737,846.0
Accounts397.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM15,725,162.0
HNW AUM124,397,610.0

As of 2025-07-09 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Guest, Patrick, Olivier	CHIEF INVESTMENT OFFICER AND CO-CEO	OFFICER	—	{"filing_id": "2015576", "owner_id": "7320838", "source": "adv_part1", "table": "Schedule_A_B"}
Hill, Brandon, Douglas	CO-CEO	OFFICER	—	{"filing_id": "2015576", "owner_id": "7320856", "source": "adv_part1", "table": "Schedule_A_B"}
MATTSHANS HOLDINGS INC.	OWNER	OFFICER	—	{"filing_id": "2015576", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
QUADRIAM INVESTMENTS INC.	OWNER	OFFICER	—	{"filing_id": "2015576", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Saputo, Giordano	DIRECTOR	OFFICER	—	{"filing_id": "2015576", "owner_id": "8131450", "source": "adv_part1", "table": "Schedule_A_B"}
Saputo, Lino, Anthony	DIRECTOR	OFFICER	—	{"filing_id": "2015576", "owner_id": "7320931", "source": "adv_part1", "table": "Schedule_A_B"}
SHANNON FAMILY TRUST	OWNER	OFFICER	—	{"filing_id": "2015576", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Shannon, Matthew, Woeller John	PRESIDENT	OFFICER	—	{"filing_id": "2015576", "owner_id": "7320935", "source": "adv_part1", "table": "Schedule_A_B"}
Shody, Sarah	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015576", "owner_id": "8020647", "source": "adv_part1", "table": "Schedule_A_B"}
THE AUGUST GROUP LIMITED	OWNER	OFFICER	—	{"filing_id": "2015576", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Violo, Amelia	OWNER	OFFICER	—	{"filing_id": "2015576", "owner_id": "7320933", "source": "adv_part1", "table": "Schedule_A_B"}
Zeppetelli, Danial	DIRECTOR	OFFICER	—	{"filing_id": "2015576", "owner_id": "7320839", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/18/2025 05:38:44 PM",
  "filing_id": "2015576",
  "reg_type": "IA"
}
```