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SOURCE CAPITAL, LLC

ATLANTA, GA · CRD 325758 · IAPD ↗ · source-cap.com · 404-844-5381

$475.4MRegulatory AUM
15Advisory reps
18Employees
0Clients
n/aPlanning clients
19Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
February 2025 — SOURCE CAPITAL, LLC reported RAUM up 49% ($285.1M -> $425.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
February 2025 — SOURCE CAPITAL, LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
August 2024 — SOURCE CAPITAL, LLC (ATLANTA, GA) is newly SEC-registered with $285.1M RAUM and 11 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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