← Tributary

CALVERT RESEARCH AND MANAGEMENT

WASHINGTON, DC · CRD 285127 · IAPD ↗ · 800-368-2745

$40.26BRegulatory AUM
57Advisory reps
64Employees
2Clients
0Planning clients
0Private funds
53States
10Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CALVERT RESEARCH AND MANAGEMENT shrank from 229 to 57 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2025 — CALVERT RESEARCH AND MANAGEMENT grew from 204 to 229 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — CALVERT RESEARCH AND MANAGEMENT shrank from 246 to 204 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — CALVERT RESEARCH AND MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — CALVERT RESEARCH AND MANAGEMENT notice-filed in AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
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.