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ADVANTAGE CAPITAL MANAGEMENT

NEW YORK, NY · CRD 171128 · IAPD ↗ · (332) 245 3563

$8.26BRegulatory AUM
26Advisory reps
30Employees
0Clients
0Planning clients
6Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
June 2026 — ADVANTAGE CAPITAL MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — ADVANTAGE CAPITAL MANAGEMENT reported RAUM up 44% ($6.46B -> $9.30B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — ADVANTAGE CAPITAL MANAGEMENT grew from 19 to 30 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.