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CAPSHIFT ADVISORS

WEST NEWTON, MA · CRD 309860 · IAPD ↗ · capshift.com · 617-865-5096

$628.0MRegulatory AUM
9Advisory reps
16Employees
23Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — CAPSHIFT ADVISORS crossed $500M in regulatory AUM ($495.2M -> $628.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
April 2025 — CAPSHIFT ADVISORS reported RAUM up 36% ($363.1M -> $495.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — CAPSHIFT ADVISORS grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2024 — CAPSHIFT ADVISORS reported RAUM up 31% ($276.2M -> $363.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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