← Tributary

ANTHONY CAPITAL MANAGEMENT, LLC

DE PERE, WI · CRD 312256 · IAPD ↗ · anthonycm.com · (561) 371-1303

$37.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
April 2026 — ANTHONY CAPITAL MANAGEMENT, LLC reported RAUM up 40% ($27.0M -> $37.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — ANTHONY CAPITAL MANAGEMENT, LLC reported RAUM up 35% ($20.0M -> $27.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — ANTHONY CAPITAL MANAGEMENT, LLC reported RAUM down 61% ($51.4M -> $20.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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