← Tributary

ACCUMULUS CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 160501 · IAPD ↗ · accumuluscapital.com · 212-490-7570

$1.74BRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2026 — ACCUMULUS CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2026 — ACCUMULUS CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($1.34B -> $1.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
March 2026 — ACCUMULUS CAPITAL MANAGEMENT, LLC grew from 5 to 7 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.