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DRAGONFLY DIGITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 300750 · IAPD ↗ · 415-795-8868

$3.44BRegulatory AUM
9Advisory reps
34Employees
14Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — DRAGONFLY DIGITAL MANAGEMENT, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — DRAGONFLY DIGITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
April 2025 — DRAGONFLY DIGITAL MANAGEMENT, LLC moved its main office from OAKLAND, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2025 — DRAGONFLY DIGITAL MANAGEMENT, LLC reported RAUM up 68% ($2.47B -> $4.14B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — DRAGONFLY DIGITAL MANAGEMENT, LLC shrank from 14 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — DRAGONFLY DIGITAL MANAGEMENT, LLC reported RAUM up 27% ($1.93B -> $2.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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