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PLUS CAPITAL

VENICE, CA · CRD 167459 · IAPD ↗ · pluscapital.com · 310-577-6700

$294.2MRegulatory AUM
5Advisory reps
9Employees
53Clients
n/aPlanning clients
15Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2026 — PLUS CAPITAL reported RAUM up 33% ($221.2M -> $294.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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