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COURT PLACE ADVISORS LLC

ELLICOTT CITY, MD · CRD 108545 · IAPD ↗ · courtplaceadvisors.com · 410-465-4321

$375.9MRegulatory AUM
4Advisory reps
7Employees
12Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — COURT PLACE ADVISORS LLC (ELLICOTT CITY, MD) left the SEC roster (was $375.9M RAUM, 4 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
64
April 2024 — COURT PLACE ADVISORS LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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