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ACRUENCE CAPITAL, LLC

DALLAS, TX · CRD 305482 · IAPD ↗ · acruence.com · 833-653-6400

$37.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
July 2026 — ACRUENCE CAPITAL, LLC reported RAUM down 67% ($112.9M -> $37.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
July 2026 — ACRUENCE CAPITAL, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — ACRUENCE CAPITAL, LLC reported RAUM down 25% ($151.0M -> $112.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2024 — ACRUENCE CAPITAL, LLC reported RAUM up 70% ($89.0M -> $151.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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