← Tributary

NOVACAP MANAGEMENT FINANCIAL SERVICES INC.

BROSSARD, QUEBEC, Canada · CRD 327205 · IAPD ↗ · novacapcorp.com · 1-450-651-5000

$834.8MRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
6Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

1
April 2026 — NOVACAP MANAGEMENT FINANCIAL SERVICES INC. changed its website from novacap.ca to novacapcorp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
April 2026 — NOVACAP MANAGEMENT FINANCIAL SERVICES INC. crossed $500M in regulatory AUM ($409.1M -> $834.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
42
April 2025 — NOVACAP MANAGEMENT FINANCIAL SERVICES INC. grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
September 2024 — NOVACAP MANAGEMENT FINANCIAL SERVICES I INC. is now doing business as NOVACAP MANAGEMENT FINANCIAL SERVICES INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
23
April 2024 — NOVACAP MANAGEMENT FINANCIAL SERVICES I INC. shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2024 — NOVACAP MANAGEMENT FINANCIAL SERVICES I INC. reported RAUM up 38% ($357.8M -> $492.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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