← Tributary

THE NEMES RUSH GROUP, LLC

NOVI, MI · CRD 312554 · IAPD ↗ · 248-449-5436

$1.62BRegulatory AUM
7Advisory reps
17Employees
0Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — THE NEMES RUSH GROUP, LLC notice-filed in AZ, CA, CO, FL, GA, IL, NH, NY, OH, TN, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — THE NEMES RUSH GROUP, LLC reported RAUM up 28% ($1.07B -> $1.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — THE NEMES RUSH GROUP, LLC now reports custody of client assets ($800.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
81
April 2024 — THE NEMES RUSH GROUP, LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — THE NEMES RUSH GROUP, LLC crossed $1B in regulatory AUM ($913.7M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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