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CAPITOLIS ADVISORS LLC

NEW YORK, NY · CRD 290462 · IAPD ↗ · 212-388-5204

$4.50BRegulatory AUM
10Advisory reps
68Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
May 2026 — CAPITOLIS ADVISORS LLC crossed $1B in regulatory AUM ($100.3M -> $4.50B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
40
May 2025 — CAPITOLIS ADVISORS LLC shrank from 29 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
May 2025 — CAPITOLIS ADVISORS LLC reported RAUM up 234% ($30.0M -> $100.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
May 2024 — CAPITOLIS ADVISORS LLC grew from 20 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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