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CAPITAL FOUR US INC.

NEW YORK, NY · CRD 315650 · IAPD ↗ · 212-461-3730

$2.64BRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
5Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — CAPITAL FOUR US INC. reported RAUM up 26% ($2.09B -> $2.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — CAPITAL FOUR US INC. shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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