← Tributary

ALLOCATOR SOLUTIONS, LLC

ST LOUIS, MO · CRD 337300 · IAPD ↗ · missionmultiplierfund.com · 314 882-9442

$513.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ALLOCATOR SOLUTIONS, LLC crossed $500M in regulatory AUM ($277.2M -> $513.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — ALLOCATOR SOLUTIONS, LLC now reports 1 private fund(s) ($137,000 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
68
December 2025 — ALLOCATOR SOLUTIONS, LLC now reports custody of client assets ($277.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2025 — ALLOCATOR SOLUTIONS, LLC (ST LOUIS, MO) is newly SEC-registered with $0 RAUM and 1 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.