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1789 CAPITAL MANAGEMENT

PALM BEACH, FL · CRD 335007 · IAPD ↗ · 1789capital.io · 561-223-9937

$2.73BRegulatory AUM
13Advisory reps
13Employees
0Clients
n/aPlanning clients
26Private funds
3States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — 1789 CAPITAL MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — 1789 CAPITAL MANAGEMENT grew from 8 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — 1789 CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($861.2M -> $2.73B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
December 2025 — 1789 CAPITAL MANAGEMENT (PALM BEACH, FL) is newly SEC-registered with $861.2M RAUM and 8 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.