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RECURRING CAPITAL MANAGEMENT COMPANY, LLC

AUSTIN, TX · CRD 285114 · IAPD ↗ · recurring.capital · 512-766-0676

$250.4MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — RECURRING CAPITAL MANAGEMENT COMPANY, LLC reported RAUM up 29% ($193.6M -> $250.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — RECURRING CAPITAL MANAGEMENT COMPANY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — RECURRING CAPITAL MANAGEMENT COMPANY, LLC reported RAUM up 38% ($157.8M -> $218.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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