← Tributary

SEARLE & CO.

GREENWICH, CT · CRD 13035 · IAPD ↗ · searleco.com · 203-869-4800

$629.9MRegulatory AUM
7Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
9States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2025 — SEARLE & CO. notice-filed in AL, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
December 2024 — SEARLE & CO. crossed $500M in regulatory AUM ($397.4M -> $649.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
November 2024 — SEARLE & CO. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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