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CAPITAL GAINS INCORPORATED

NILES, IL · CRD 111717 · IAPD ↗ · capgns.com · 847-318-9975

$166.6MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

51
February 2026 — CAPITAL GAINS INCORPORATED reported RAUM up 31% ($126.7M -> $166.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2025 — CAPITAL GAINS INCORPORATED reported RAUM up 26% ($100.9M -> $126.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
March 2024 — CAPITAL GAINS INCORPORATED reported RAUM up 53% ($65.9M -> $100.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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