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CITATION

DALLAS, TX · CRD 326828 · IAPD ↗ · citation.capital · 469-607-0253

$1.36BRegulatory AUM
12Advisory reps
14Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — CITATION crossed $1B in regulatory AUM ($595.9M -> $1.36B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
March 2025 — CITATION (DALLAS, TX) is newly SEC-registered with $547.1M RAUM and 12 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.