← Tributary

JOSLIN CAPITAL ADVISORS LLC

REDMOND, WA · CRD 288285 · IAPD ↗ · joslincapital.com · (425) 688-0555

$450.3MRegulatory AUM
3Advisory reps
6Employees
4Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
November 2024 — JOSLIN CAPITAL ADVISORS LLC (REDMOND, WA) left the SEC roster (was $450.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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