RIA Intel›Advisers›New Jersey›TRADITION CAPITAL MANAGEMENT LLC

TRADITION CAPITAL MANAGEMENT LLC

Advisory

N·SUMMIT, NJ

Data as of Mar 25, 2019 · Source: SEC Form ADV

Total AUM

$612M

1-Year AUM Growth

-6.7%

3-Year CAGR

+5.0%

Employees

10

Assets Under Management

Total AUM$612M

Discretionary AUM$596M

Non-Discretionary AUM$16M

Discretionary %97.4%

Total Clients—

Team

Total Employees10

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingJun 29, 2001

Latest FilingMar 25, 2019

🔒 Full AUM trend chart and 30 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRADITION CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.