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SOCIUS FAMILY OFFICE, LLC

FORT LAUDERDALE, FL · CRD 137800 · IAPD ↗ · socius.com · 561-404-0484

$915.0MRegulatory AUM
7Advisory reps
12Employees
1Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — SOCIUS FAMILY OFFICE, LLC (FORT LAUDERDALE, FL) left the SEC roster (was $915.0M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2024 — SOCIUS FAMILY OFFICE, LLC reported RAUM up 26% ($728.2M -> $915.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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