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VALSPRING CAPITAL

· CRD 318288 · IAPD ↗ · valspring.com · 617-314-1177

$336.9MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — VALSPRING CAPITAL reported RAUM up 38% ($244.5M -> $336.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2025 — VALSPRING CAPITAL grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
54
April 2025 — VALSPRING CAPITAL reported RAUM up 71% ($142.9M -> $244.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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