← Tributary

COTTONWOOD CAPITAL ADVISORS

IRVING, TX · CRD 322366 · IAPD ↗ · cottonwoodcapitaladvisors.com · 9725734030

$347.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
4Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
March 2024 — COTTONWOOD CAPITAL ADVISORS reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — COTTONWOOD CAPITAL ADVISORS now reports 1 private fund(s) ($4.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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