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SOLE SOURCE CAPITAL LLC

DALLAS, TX · CRD 290032 · IAPD ↗ · solesourcecapital.com · (214) 617-4745

$1.98BRegulatory AUM
18Advisory reps
34Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — SOLE SOURCE CAPITAL LLC reported RAUM up 47% ($1.34B -> $1.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — SOLE SOURCE CAPITAL LLC shrank from 24 to 19 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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