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STELLUS CAPITAL MANAGEMENT, LLC

HOUSTON, TX · CRD 160115 · IAPD ↗ · 713-292-5400

$3.51BRegulatory AUM
20Advisory reps
36Employees
0Clients
n/aPlanning clients
13Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — STELLUS CAPITAL MANAGEMENT, LLC reported RAUM up 25% ($2.68B -> $3.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — STELLUS CAPITAL MANAGEMENT, LLC now reports custody of client assets ($1.43B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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