RIA Intel›Advisers›Delaware›IAPETUS CAPITAL, INC.

IAPETUS CAPITAL, INC.

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$2M

across 43 accounts

AUM per adviser

$80M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$80M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$80M

Discretionary AUM$80M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

DGM ASSET MANAGEMENT, L.L.C.

$80M

-35.3% 1Y

ORIGIN WEALTH ADVISERS LLC

$81M

ROCKFORD FINANCIAL PLANNING LLC

$80M

TCS FINANCIAL SERVICES, INC

$81M

RSD ADVISORS, LLC

$78M

+28.8% 1Y

COMPOSURE WEALTH MANAGEMENT, LLC

$83M

Get the full picture on IAPETUS CAPITAL, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track IAPETUS CAPITAL, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans