← Tributary

CONSILIUM INVESTMENT MANAGEMENT LLC

FORT LAUDERDALE, FL · CRD 131934 · IAPD ↗ · 954-315-9380

$540.6MRegulatory AUM
13Advisory reps
17Employees
1Clients
0Planning clients
2Private funds
16States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
July 2026 — CONSILIUM INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($454.9M -> $540.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
April 2026 — CONSILIUM INVESTMENT MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
61
April 2026 — CONSILIUM INVESTMENT MANAGEMENT LLC grew from 4 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
56
April 2025 — CONSILIUM INVESTMENT MANAGEMENT LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
May 2024 — CONSILIUM INVESTMENT MANAGEMENT LLC shrank from 4 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2024 — CONSILIUM INVESTMENT MANAGEMENT LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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