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CITY DIFFERENT INVESTMENTS

SANTA FE, NM · CRD 310982 · IAPD ↗ · 505-416-4550

$244.4MRegulatory AUM
9Advisory reps
16Employees
1Clients
n/aPlanning clients
4Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
June 2026 — CITY DIFFERENT INVESTMENTS notice-filed in FL, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2026 — CITY DIFFERENT INVESTMENTS notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — CITY DIFFERENT INVESTMENTS notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — CITY DIFFERENT INVESTMENTS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2025 — CITY DIFFERENT INVESTMENTS reported RAUM up 132% ($114.6M -> $265.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2024 — CITY DIFFERENT INVESTMENTS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2024 — CITY DIFFERENT INVESTMENTS notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — CITY DIFFERENT INVESTMENTS reported RAUM down 27% ($157.0M -> $114.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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