← Tributary

TRADITIONAL DIGITAL

· CRD 339823 · IAPD ↗ · 770-286-9717

$74.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2026 — TRADITIONAL DIGITAL (location n/a) left the SEC roster (was $74.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2026 — TRADITIONAL DIGITAL reported RAUM down 31% ($108.2M -> $74.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
80
February 2026 — TRADITIONAL DIGITAL (location n/a) is newly SEC-registered with $108.2M 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.