← Tributary

OFS

MCLEAN, VA · CRD 107335 · IAPD ↗ · (703) 905-3300

$1.36BRegulatory AUM
7Advisory reps
24Employees
0Clients
251-500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — OFS (MCLEAN, VA) left the SEC roster (was $1.36B RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2024 — OFS shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.