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ADASINA SOCIAL CAPITAL

· CRD 151411 · IAPD ↗ · 415-986-5500

$320.4MRegulatory AUM
5Advisory reps
17Employees
5Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — ADASINA SOCIAL CAPITAL shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
April 2024 — ADASINA SOCIAL CAPITAL notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2024 — ADASINA SOCIAL CAPITAL grew from 6 to 9 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.