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TAVIRA FINANCIAL

LONDON, ENGLAND, United Kingdom · CRD 299666 · IAPD ↗ · 44 0207 100 5100

$305.9MRegulatory AUM
17Advisory reps
56Employees
0Clients
n/aPlanning clients
0Private funds
0States
1Disclosures
foreignSegment
ApprovedSEC status

Filing changes

18
July 2026 — TAVIRA FINANCIAL reported RAUM down 60% ($764.2M -> $305.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
36
July 2025 — TAVIRA FINANCIAL reported RAUM up 44% ($531.3M -> $764.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2025 — TAVIRA FINANCIAL grew from 13 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
July 2024 — TAVIRA FINANCIAL crossed $500M in regulatory AUM ($481.0M -> $531.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
41
July 2024 — TAVIRA FINANCIAL grew from 10 to 13 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.