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ALLUVIAL CAPITAL MANAGEMENT, LLC

· CRD 169638 · IAPD ↗ · 412-368-2321

$172.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — ALLUVIAL CAPITAL MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — ALLUVIAL CAPITAL MANAGEMENT, LLC reported RAUM up 64% ($105.2M -> $172.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2025 — ALLUVIAL CAPITAL MANAGEMENT, LLC (location n/a) is newly SEC-registered with $105.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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