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SAAS CAPITAL, LLC

CINCINNATI, OH · CRD 298213 · IAPD ↗ · saas-capital.com · 303-870-9529

$244.9MRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
9Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

46
January 2026 — SAAS CAPITAL, LLC reported RAUM up 35% ($183.4M -> $247.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
29
April 2025 — SAAS CAPITAL, LLC notice-filed in MA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
27
April 2024 — SAAS CAPITAL, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2024 — SAAS CAPITAL, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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