← Tributary

TCM

GERMANTOWN, TN · CRD 289583 · IAPD ↗ · 901-757-4448

$164.5MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — TCM reported RAUM up 27% ($114.3M -> $144.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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