← Tributary

ACM

WAYZATA, MN · CRD 285739 · IAPD ↗ · asymmetriccap.com · 612-217-1143

$231.2MRegulatory AUM
0Advisory reps
0Employees
14Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — ACM shrank from 2 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
March 2025 — ACM notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — ACM reported RAUM down 29% ($301.4M -> $212.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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