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EFFICIENT CAPITAL MANAGEMENT LLC

WARRENVILLE, IL · CRD 287958 · IAPD ↗ · efficient.com · 630-657-6800

$1.16BRegulatory AUM
13Advisory reps
29Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — EFFICIENT CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($913.9M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
13
April 2025 — EFFICIENT CAPITAL MANAGEMENT LLC changed its website from efficientcapital.com to efficient.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
59
April 2024 — EFFICIENT CAPITAL MANAGEMENT LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — EFFICIENT CAPITAL MANAGEMENT LLC now reports 1 private fund(s) ($49.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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