← Tributary

DETALUS ADVISORS, LLC

ST. LOUIS, MO · CRD 117958 · IAPD ↗ · detalus.com · 314-997-3191

$2.22BRegulatory AUM
10Advisory reps
15Employees
0Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — DETALUS ADVISORS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — DETALUS ADVISORS, LLC crossed $1B in regulatory AUM ($928.4M -> $2.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
April 2025 — DETALUS ADVISORS, LLC notice-filed in GA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — DETALUS ADVISORS, LLC reported RAUM up 35% ($687.9M -> $928.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — DETALUS ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
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.