← Tributary

CSR CAPITAL

DALLAS, TX · CRD 335906 · IAPD ↗ · 214-380-4149

$268.7MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — CSR CAPITAL (DALLAS, TX) is newly SEC-registered with $268.7M 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.