← Tributary

SEVERIN INVESTMENTS LLC

ST. LOUIS, MO · CRD 166567 · IAPD ↗ · 314-983-2707

$141.9MRegulatory AUM
5Advisory reps
8Employees
2Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — SEVERIN INVESTMENTS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — SEVERIN INVESTMENTS LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
April 2025 — SEVERIN INVESTMENTS LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
February 2025 — SEVERIN INVESTMENTS LLC notice-filed in AR, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — SEVERIN INVESTMENTS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — SEVERIN INVESTMENTS LLC grew from 4 to 6 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.