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CAPITALSPRING

NASHVILLE, TN · CRD 161372 · IAPD ↗ · capitalspring.com · 212-981-0140

$2.80BRegulatory AUM
23Advisory reps
35Employees
0Clients
n/aPlanning clients
13Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

36
April 2025 — CAPITALSPRING notice-filed in CA, GA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
59
April 2024 — CAPITALSPRING grew from 17 to 21 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.