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NOMAD

ORLANDO, FL · CRD 307764 · IAPD ↗ · 1-888-998-2261

$448.6MRegulatory AUM
22Advisory reps
53Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — NOMAD (ORLANDO, FL) left the SEC roster (was $448.6M RAUM, 22 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
48
February 2026 — NOMAD moved its main office from MENLO PARK, CA to ORLANDO, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
73
January 2025 — NOMAD reported RAUM up 81% ($215.0M -> $389.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — NOMAD reported RAUM up 43% ($150.4M -> $215.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2024 — NOMAD grew from 5 to 22 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.