← Tributary

RADIANT GLOBAL INVESTORS LLC

· CRD 316920 · IAPD ↗ · 925-899-3600

$53.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2025 — RADIANT GLOBAL INVESTORS LLC (location n/a) left the SEC roster (was $53.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2025 — RADIANT GLOBAL INVESTORS LLC reported RAUM up 44% ($37.0M -> $53.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
December 2024 — RADIANT GLOBAL INVESTORS LLC reported RAUM up 48% ($25.1M -> $37.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — RADIANT GLOBAL INVESTORS LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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