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SRT GROUP LLC

WEST PALM BEACH, FL · CRD 330219 · IAPD ↗ · 561-510-1919

$205.6MRegulatory AUM
9Advisory reps
28Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — SRT GROUP LLC reported RAUM up 42% ($144.7M -> $205.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2026 — SRT GROUP LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2025 — SRT GROUP LLC reported RAUM up 102% ($58.0M -> $117.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2024 — SRT GROUP LLC (WEST PALM BEACH, FL) is newly SEC-registered with $58.0M RAUM and 6 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.