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MUDDY WATERS CAPITAL LLC

AUSTIN, TX · CRD 281411 · IAPD ↗ · (415) 429-8167

$576.3MRegulatory AUM
10Advisory reps
14Employees
0Clients
n/aPlanning clients
5Private funds
1States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — MUDDY WATERS CAPITAL LLC crossed $500M in regulatory AUM ($308.8M -> $576.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — MUDDY WATERS CAPITAL LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
April 2025 — MUDDY WATERS CAPITAL LLC reported RAUM down 30% ($439.7M -> $308.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — MUDDY WATERS CAPITAL LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2024 — MUDDY WATERS CAPITAL LLC reported RAUM up 28% ($344.7M -> $439.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2024 — MUDDY WATERS CAPITAL 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.