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ESTANCIA CAPITAL MANAGEMENT, LLC

SCOTTSDALE, AZ · CRD 166478 · IAPD ↗ · estanciapartners.com · 480-448-5001

$908.0MRegulatory AUM
11Advisory reps
15Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — ESTANCIA CAPITAL MANAGEMENT, LLC reported RAUM up 48% ($611.9M -> $908.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2024 — ESTANCIA CAPITAL MANAGEMENT, LLC grew from 8 to 11 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.