← Tributary

CIVITAS CAPITAL MANAGEMENT, LLC

DALLAS, TX · CRD 319105 · IAPD ↗ · 214-572-2300

$578.6MRegulatory AUM
15Advisory reps
47Employees
0Clients
n/aPlanning clients
61Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
May 2025 — CIVITAS CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($413.5M -> $513.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
57
April 2024 — CIVITAS CAPITAL MANAGEMENT, LLC grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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