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Paul McIntyre

Manager and CCO at Fiduciary Capital Management in McMinnville, OR

Investment adviser and broker registrationsUpdated

Paul McIntyre is Manager and CCO of Fiduciary Capital Management LLC, an investment adviser managing $150M, and works from its McMinnville, OR office. Paul McIntyre has been registered as an investment adviser representative through Fiduciary Capital Management since 9 April 2026, has 41 years in the industry across 5 firms and has passed 9 licensing exams.

41
Years in industry
0
Years at firm
5
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Paul McIntyre has been Manager and CCO of Fiduciary Capital Management since January 2026, is a control person of the firm and directly owns 75% or more of it.

Fiduciary Capital Management LLC is a Cheyenne, WY firm with $150M under management, 74 clients and 10 advisers in one office, as of its September 2026 filing.

Paul J. McIntyre is Managing Director and Chief Compliance Officer of Fiduciary Capital Management LLC. He works with investment adviser representatives, insurance professionals, referral partners and strategic consultants on compliance guidance, onboarding and practice development. His background includes experience as a registered representative, principal, compliance officer, continuing education provider, advisory firm founder and FINRA arbitrator.

Paul McIntyre’s longest registration was 14 years at Namcoa (2012–2026). Before joining Fiduciary Capital Management in 2026, Paul McIntyre was registered through First Oregon, LLC and DST Investments, LLC.

  1. – present · under a year
    McMinnville, OR · Adviser representative · Firm CRD 340618
  2. First Oregon, LLC
    – · under a year
    McMinnville, OR · Adviser representative · Firm CRD 329577
  3. DST Investments, LLC
    – · 1 year
    Cumming, GA · Adviser representative · Firm CRD 306402
  4. Namcoa
    – · 14 years
    Mooresville, NC · Adviser representative · Firm CRD 133978
  5. Naples Asset Management Co., LLC
    – · 6 years
    Naples, FL · Adviser representative · Firm CRD 133978
  6. McDonald Investments Inc.
    – · 1 year
    Bonita Springs, FL · Adviser representative · Firm CRD 566

Credentials and registrations

Professional designations

Listed by Fiduciary Capital Management

  • Certified Plan Fiduciary Advisor (CPFA®)
  • Certified Exit Planning Advisor (CEPA™)
  • Professional Plan Consultant (PPC™)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Retirement Counselor (CRC®)
  • Certified Retirement Administrator (CRA®)
  • Certified Financial Manager (CFM)

Investment adviser representative registrations

Paul McIntyre is registered as an investment adviser representative in 2 states. Each was approved in April 2026.

  • OregonSince 9 April 2026
  • WyomingSince 13 April 2026

Examinations

Series 142 January 2023
Name
Compliance Officer Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
Series 52TO2 January 2023
Name
Municipal Securities Representative Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 2415 November 1999
Name
General Securities Principal Examination
Series 6520 March 1995
Name
Uniform Investment Adviser Law Examination
Series 635 July 1989
Name
Uniform Securities Agent State Law Examination
Series 617 September 1981
Name
Investment Company Products/Variable Contracts Representative Examination
Series 716 January 1981
Name
General Securities Representative Examination

Key facts

Full name
Paul Joseph McIntyre
CRD
1002368
Role
Manager and CCO
Office
McMinnville, OR
Registration
Investment adviser and broker registrations
In the industry since
June 1985
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Paul McIntyre work?

Paul McIntyre has been Manager and CCO of Fiduciary Capital Management LLC since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 5 September 2026

Is Paul McIntyre a financial advisor?

Yes. Paul McIntyre has a current investment-adviser registration in Oregon and Wyoming, through Fiduciary Capital Management since April 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Paul McIntyre have?

Paul McIntyre has 41 years in the financial industry, since June 1985, across 5 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Paul McIntyre passed?

Paul McIntyre has passed 9 licensing exams: the Series 7, Series 6, Series 63, Series 65, Series 24, Series 14, Series 79TO, Series 52TO and Series 99TO. The earliest, the Series 7, was passed in January 1981. FINRA credited Paul McIntyre with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Paul McIntyre work before Fiduciary Capital Management?

Before Fiduciary Capital Management, Paul McIntyre was registered through First Oregon, LLC, February 2025 to May 2025; DST Investments, LLC, February 2020 to June 2021; Naples Asset Management Co., LLC, March 2005 to December 2011; McDonald Investments Inc., January 2002 to July 2003.

Source: IAPD individual record, checked 22 October 2026

Where is Paul McIntyre based?

Paul McIntyre’s registered office is in McMinnville, OR.

Source: IAPD individual record, checked 22 October 2026

Is Paul McIntyre registered with FINRA?

Yes. Paul McIntyre has a current broker registration, under CRD 1002368.

Source: FINRA BrokerCheck

How can I verify Paul McIntyre’s record?

Search CRD 1002368 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul McIntyre’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 1002368, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fiduciary Capital Management LLC, filed 5 September 2026. Title, control and ownership bands.
  3. Fiduciary Capital Management team page. Biography, education, credentials, awards.