← Tributary

TAIBER, KOSMALA & ASSOCIATES, LLC

CHICAGO, IL · CRD 161703 · IAPD ↗ · taiberkosmala.com · 312-300-4781

$716.7MRegulatory AUM
7Advisory reps
18Employees
31Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

43
April 2026 — TAIBER, KOSMALA & ASSOCIATES, LLC shrank from 15 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
43
April 2026 — TAIBER, KOSMALA & ASSOCIATES, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — TAIBER, KOSMALA & ASSOCIATES, LLC now reports custody of client assets ($716.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2026 — TAIBER, KOSMALA & ASSOCIATES, LLC crossed $500M in regulatory AUM ($499.8M -> $716.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — TAIBER, KOSMALA & ASSOCIATES, LLC reported RAUM up 338% ($114.0M -> $499.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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