← Tributary

VALUES ADDED FINANCIAL

· CRD 288912 · IAPD ↗ · 202-599-0915

$313.7MRegulatory AUM
9Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — VALUES ADDED FINANCIAL notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
February 2026 — VALUES ADDED FINANCIAL reported RAUM up 34% ($234.2M -> $313.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
February 2026 — VALUES ADDED FINANCIAL grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — VALUES ADDED FINANCIAL notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
March 2025 — VALUES ADDED FINANCIAL notice-filed in IL, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — VALUES ADDED FINANCIAL reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
March 2025 — VALUES ADDED FINANCIAL reported RAUM up 36% ($172.6M -> $234.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2025 — VALUES ADDED FINANCIAL now reports custody of client assets ($110.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
44
March 2024 — VALUES ADDED FINANCIAL notice-filed in CA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2024 — VALUES ADDED FINANCIAL reported RAUM up 38% ($124.7M -> $172.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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