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OFFIT CAPITAL

NEW YORK, NY · CRD 144474 · IAPD ↗ · offitcapital.com · 212-588-3240

$20.60BRegulatory AUM
55Advisory reps
82Employees
0Clients
n/aPlanning clients
123Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

79
April 2026 — OFFIT CAPITAL grew from 46 to 55 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.