← Tributary

SULZBERGER CAPITAL ADVISORS, INC.

MIAMI, FL · CRD 174673 · IAPD ↗ · genesulzberger.myhomehq.biz · 305-573-4900

$117.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — SULZBERGER CAPITAL ADVISORS, INC. (MIAMI, FL) is newly SEC-registered with $117.1M RAUM and 2 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.