PROPRIETARY CAPITAL, LLC
DENVER, CO · CRD 125139 · IAPD ↗ · proprietarycapital.com · 303-575-9084
$651.8MRegulatory AUM
8Advisory reps
19Employees
0Clients
n/aPlanning clients
9Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
48
April 2026 — PROPRIETARY CAPITAL, LLC reported RAUM down 43% ($1.15B -> $651.8M).
M&A & valuationRecruiting & transitions
50
April 2025 — PROPRIETARY CAPITAL, LLC reported RAUM down 40% ($1.93B -> $1.15B).
M&A & valuationRecruiting & transitions
55
April 2025 — PROPRIETARY CAPITAL, LLC shrank from 9 to 7 advisory reps.
Recruiting & transitionsM&A & valuation
50
April 2024 — PROPRIETARY CAPITAL, LLC reported RAUM down 63% ($5.23B -> $1.93B).
M&A & valuationRecruiting & transitions
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.