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COUNCIL CAPITAL FUNDS MANAGEMENT, LLC

NASHVILLE, TN · CRD 174036 · IAPD ↗ · 615-627-0402

$518.6MRegulatory AUM
8Advisory reps
18Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — COUNCIL CAPITAL FUNDS MANAGEMENT, LLC crossed $500M in regulatory AUM ($496.9M -> $518.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — COUNCIL CAPITAL FUNDS MANAGEMENT, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
56
April 2024 — COUNCIL CAPITAL FUNDS MANAGEMENT, LLC grew from 4 to 7 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.