← Tributary

BERKADIA CAPITAL ADVISORS LLC

AMBLER, PA · CRD 312130 · IAPD ↗ · 215-328-3978

$2.66BRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — BERKADIA CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($624.2M -> $2.66B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — BERKADIA CAPITAL ADVISORS LLC grew from 1 to 3 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.