← Tributary

25 FINANCIAL

SAINT LOUIS, MO · CRD 317916 · IAPD ↗ · 25financial.com · 314-530-2858

$545.0MRegulatory AUM
8Advisory reps
19Employees
25Clients
0Planning clients
0Private funds
24States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — 25 FINANCIAL notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2026 — 25 FINANCIAL crossed $500M in regulatory AUM ($415.0M -> $545.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
February 2025 — 25 FINANCIAL notice-filed in NM, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — 25 FINANCIAL's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
April 2024 — 25 FINANCIAL notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — 25 FINANCIAL added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — 25 FINANCIAL reported RAUM up 34% ($304.7M -> $408.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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