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AGELLUS CAPITAL, LLC

CLAYTON, MO · CRD 330152 · IAPD ↗ · 314-408-5600

$507.8MRegulatory AUM
11Advisory reps
12Employees
0Clients
0Planning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — AGELLUS CAPITAL, LLC crossed $500M in regulatory AUM ($469.6M -> $507.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2025 — AGELLUS CAPITAL, LLC grew from 5 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
56
September 2024 — AGELLUS CAPITAL, LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
September 2024 — AGELLUS CAPITAL, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
80
May 2024 — AGELLUS CAPITAL, LLC (CLAYTON, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.