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ADDENDA CAPITAL

MONTREAL, QUEBEC, Canada · CRD 137034 · IAPD ↗ · addendacapital.com · 514-287-7373

$29.02BRegulatory AUM
60Advisory reps
163Employees
1Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — ADDENDA CAPITAL shrank from 65 to 60 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
April 2024 — ADDENDA CAPITAL grew from 56 to 64 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.