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VOLOFIN CAPITAL MANAGEMENT

DANIEL ISLAND, SC · CRD 309922 · IAPD ↗ · volofin.com · (646) 866-6997

$1.01BRegulatory AUM
4Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — VOLOFIN CAPITAL MANAGEMENT moved its main office from NEW YORK, NY to DANIEL ISLAND, SC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2026 — VOLOFIN CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($889.9M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2025 — VOLOFIN CAPITAL MANAGEMENT shrank from 20 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
51
April 2025 — VOLOFIN CAPITAL MANAGEMENT reported RAUM up 45% ($614.7M -> $889.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — VOLOFIN CAPITAL MANAGEMENT now reports 1 private fund(s) ($519.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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