← Tributary

REALTERM

ANNAPOLIS, MD · CRD 322689 · IAPD ↗ · realterm.com · 410-280-1100

$10.87BRegulatory AUM
109Advisory reps
265Employees
0Clients
0Planning clients
13Private funds
7States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — REALTERM added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2025 — REALTERM added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — REALTERM grew from 87 to 106 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
34
April 2024 — REALTERM notice-filed in IL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — REALTERM added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — REALTERM grew from 67 to 87 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.