OFF THE CHAIN CAPITAL, LLC
· CRD 309867 · IAPD ↗ · offthechain.capital · 618-910-3560
$321.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
33
April 2026 — OFF THE CHAIN CAPITAL, LLC reported RAUM down 38% ($517.2M -> $321.0M).
M&A & valuationRecruiting & transitions
55
April 2025 — OFF THE CHAIN CAPITAL, LLC crossed $500M in regulatory AUM ($204.3M -> $517.2M).
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2024 — OFF THE CHAIN CAPITAL, LLC reported RAUM up 81% ($112.9M -> $204.3M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.