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AVIVAR CAPITAL, LLC

· CRD 215516 · IAPD ↗ · 818-681-6833

$362.1MRegulatory AUM
16Advisory reps
18Employees
10Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
October 2026 — AVIVAR CAPITAL, LLC grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
August 2025 — AVIVAR CAPITAL, LLC reported RAUM down 43% ($513.8M -> $290.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2025 — AVIVAR CAPITAL, LLC crossed $500M in regulatory AUM ($443.2M -> $513.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
September 2024 — AVIVAR CAPITAL, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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