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SAINTS CAPITAL

· CRD 161723 · IAPD ↗ · 415-773-2080

$659.3MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — SAINTS CAPITAL crossed $500M in regulatory AUM ($419.9M -> $659.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — SAINTS CAPITAL grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — SAINTS CAPITAL reported RAUM up 92% ($218.5M -> $419.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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