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GEODE CAPITAL MANAGEMENT, LLC

BOSTON, MA · CRD 115504 · IAPD ↗ · 1-800-777-6757

$1736.52BRegulatory AUM
37Advisory reps
194Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2026 — GEODE CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($1376.50B -> $1736.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — GEODE CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($1062.80B -> $1376.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2024 — GEODE CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($803.47B -> $1062.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — GEODE CAPITAL MANAGEMENT, LLC grew from 28 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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