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TAULA CAPITAL MANAGEMENT (US) LLC

ST HELIER, Jersey · CRD 329865 · IAPD ↗ · taulacapital.com · 44-20-4570-2067

$210.93BRegulatory AUM
13Advisory reps
23Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

17
October 2026 — TAULA CAPITAL MANAGEMENT (US) LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
October 2026 — TAULA CAPITAL MANAGEMENT (US) LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2026 — TAULA CAPITAL MANAGEMENT (US) LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
36
April 2026 — TAULA CAPITAL MANAGEMENT (US) LLC reported RAUM up 32% ($160.37B -> $210.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2026 — TAULA CAPITAL MANAGEMENT (US) LLC grew from 8 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — TAULA CAPITAL MANAGEMENT (US) LLC now reports custody of client assets ($320.75B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — TAULA CAPITAL MANAGEMENT (US) LLC reported RAUM up 111% ($75.87B -> $160.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2024 — TAULA CAPITAL MANAGEMENT (US) LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
August 2024 — TAULA CAPITAL MANAGEMENT (US) LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
65
April 2024 — TAULA CAPITAL MANAGEMENT (US) LLC (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 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.