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PLEXO CAPITAL MANAGEMENT, LLC

· CRD 298402 · IAPD ↗ · 510-838-0825

$224.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

47
April 2026 — PLEXO CAPITAL MANAGEMENT, LLC reported RAUM up 39% ($161.7M -> $224.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — PLEXO CAPITAL MANAGEMENT, LLC moved its main office from SAN FRANCISCO, CA to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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