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SANKALA GROUP LLC

· CRD 154806 · IAPD ↗ · 720-310-0605

$159.1MRegulatory AUM
4Advisory reps
4Employees
6Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — SANKALA GROUP LLC reported RAUM up 43% ($116.1M -> $166.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
December 2025 — SANKALA GROUP LLC now reports custody of client assets ($15.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
July 2025 — SANKALA GROUP LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
February 2025 — SANKALA GROUP LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — SANKALA GROUP LLC (location n/a) is newly SEC-registered with $105.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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