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ELECTRA CAPITAL

CONSHOHOCKEN, PA · CRD 318664 · IAPD ↗ · (610) 977-2000

$1.45BRegulatory AUM
9Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — ELECTRA CAPITAL crossed $1B in regulatory AUM ($315.4M -> $1.45B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2025 — ELECTRA CAPITAL reported RAUM down 47% ($593.1M -> $315.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
61
April 2025 — ELECTRA CAPITAL grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — ELECTRA CAPITAL moved its main office from TAMPA, FL to CONSHOHOCKEN, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
43
April 2024 — ELECTRA CAPITAL shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
43
April 2024 — ELECTRA CAPITAL added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — ELECTRA CAPITAL crossed $500M in regulatory AUM ($498.3M -> $593.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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