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THRIVE CAPITAL MANAGEMENT, LLC

FORT WASHINGTON, PA · CRD 281347 · IAPD ↗ · thrivefinancialservices.com · 800-516-5861

$656.7MRegulatory AUM
13Advisory reps
26Employees
0Clients
251-500Planning clients
0Private funds
13States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — THRIVE CAPITAL MANAGEMENT, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — THRIVE CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($397.7M -> $656.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
February 2026 — THRIVE CAPITAL MANAGEMENT, LLC changed its website from thrivecapitalmanagement.com to thrivefinancialservices.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — THRIVE CAPITAL MANAGEMENT, LLC reported RAUM up 61% ($244.7M -> $392.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — THRIVE CAPITAL MANAGEMENT, LLC grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
76
April 2024 — THRIVE CAPITAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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