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TYLER STREET CAPITAL

PLYMOUTH, MA · CRD 340011 · IAPD ↗ · 508-648-4684

$491.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
July 2026 — TYLER STREET CAPITAL reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
July 2026 — TYLER STREET CAPITAL now reports custody of client assets ($310.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
July 2026 — TYLER STREET CAPITAL's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2026 — TYLER STREET CAPITAL (PLYMOUTH, MA) is newly SEC-registered (provisional 120-day approval) 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.