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EM

Erik R. Midas

MIDAS CAPITAL MANAGEMENT
SAN FRANCISCO, CA 94105
Some features on this profile are disabled
CRD#: 5529235
EM

Professional summary

Erik Ryan Midas, who also goes by Erik R Midas, Erik Midas, is a registered financial advisor currently at MIDAS CAPITAL MANAGEMENT located in San Francisco, California and SAVVY located in San Francisco, California.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Erik has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erik R Midas | Erik Midas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Ryan Midas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 14, 2025 - Present

MIDAS CAPITAL MANAGEMENT

Office #1: 535 Mission Street Floor 14, San Francisco, CA 94105
RIA
CRD#: 334335
SAN FRANCISCO, CA
Current

May 21, 2026 - Present

SAVVY

Office #1: 535 Mission Street Suite 2200, San Francisco, CA 94105
RIA
CRD#: 318493
San Francisco, CA
Past

March 3, 2023 - May 5, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN FRANCISCO, CA
Past

April 4, 2022 - December 5, 2024

NAVIGATION GROUP LLC

RIA
CRD#: 130982
Redwood Shores, CA
Past

October 2, 2017 - June 1, 2020

KARP CAPITAL MANAGEMENT CORPORATION

RIA
CRD#: 131834
Sausalito, CA
Past

July 9, 2008 - August 20, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
AMERICAN FORK, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/9/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/8/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/3/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/7/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/2008
General Securities Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SAVVY

CRD#: 318493San Francisco, CA 94105

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