← Tributary

JADE CAPITAL ADVISORS, LLC

· CRD 300124 · IAPD ↗ · 646-859-7251

$179.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
December 2025 — JADE CAPITAL ADVISORS, LLC (location n/a) left the SEC roster (was $179.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
40
April 2025 — JADE CAPITAL ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — JADE CAPITAL ADVISORS, LLC reported RAUM up 236% ($59.6M -> $200.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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