← Tributary

SPC

ANN ARBOR, MI · CRD 110692 · IAPD ↗ · 734-663-1611

$6.10BRegulatory AUM
471Advisory reps
471Employees
4483Clients
251-500Planning clients
0Private funds
53States
7Disclosures
wealthSegment
ApprovedSEC status

Filing changes

79
April 2026 — SPC grew from 462 to 471 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — SPC shrank from 470 to 462 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — SPC shrank from 610 to 470 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — SPC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

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