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ACTIVANT CAPITAL GROUP LLC

DARIEN, CT · CRD 173856 · IAPD ↗ · activantcapital.com · 203-489-9080

$1.61BRegulatory AUM
12Advisory reps
18Employees
0Clients
n/aPlanning clients
19Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — ACTIVANT CAPITAL GROUP LLC reported RAUM up 26% ($1.28B -> $1.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2026 — ACTIVANT CAPITAL GROUP LLC grew from 8 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
December 2025 — ACTIVANT CAPITAL GROUP LLC moved its main office from GREENWICH, CT to DARIEN, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
January 2025 — ACTIVANT CAPITAL GROUP LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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