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SCALEWORKS CAPITAL, LLC

SAN ANTONIO, TX · CRD 306560 · IAPD ↗ · soil.works · 210-544-5409

$198.4MRegulatory AUM
7Advisory reps
11Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — SCALEWORKS CAPITAL, LLC reported RAUM down 27% ($271.1M -> $198.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
13
April 2024 — SCALEWORKS CAPITAL, LLC changed its website from elementsaasfinance.com to soil.works.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
38
April 2024 — SCALEWORKS CAPITAL, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — SCALEWORKS CAPITAL, LLC reported RAUM up 62% ($162.9M -> $263.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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