FIRMS
Tuttle Capital reports $5.5B in regulatory AUM; 19 firms show filing-to-filing differences
Tuttle Capital Management, LLC reported $3.9B in regulatory AUM on August 25, 2026, and $5.5B on September 21, 2026. The comparison, observed September 22, covers 19 firms and reflects reported amounts, not asset flows.
By Maya Chen·Edition ·3 min read
19firms with verified AUM changes
Previous reportLatest report
- TUTTLE CAPITAL MANAGEMENT, LLC
- CLARITY INVESTMENT MANAGEMENT INC.
- GRAND ALLIANCE ASSET MANAGEMENT LTD.
- GLADSTONE MANAGEMENT CORPORATION
Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.
Tuttle Capital Management, LLC reported regulatory AUM of $5,501,580,000 in its September 21, 2026, filing, compared with $3,909,230,378 in its August 25, 2026, filing. The reported difference was $1,592,349,622. These are amounts reported in the two filings, not evidence of assets flowing into the firm.
The September 22, 2026, comparison identified 19 unique firms with exact reported regulatory AUM differences. That date is the comparison’s observation date; it is separate from the filing dates shown for each firm. The figures compare reported amounts across filings and do not establish that assets moved on the observation date.
Clarity Investment Management Inc. reported regulatory AUM of $1,129,870,005 in its June 24, 2026, filing and $1,942,769,193 in its September 21, 2026, filing, a reported difference of $812,899,188. The dates identify the filings being compared; the comparison alone does not explain why their reported amounts differ.
Grand Alliance Asset Management Ltd. reported $1,805,304,235 in regulatory AUM in a September 25, 2025, filing and $2,555,902,696 in a September 21, 2026, filing. The reported difference was $750,598,461. The earlier filing date makes this a comparison across reports more than a year apart, not a measure of change during the September 22 observation date.
Gladstone Management Corporation reported regulatory AUM of $4,423,684,349 on April 2, 2026, and $4,772,797,279 on September 21, 2026, a difference of $349,112,930. Cosmos Wealth, LLC reported $0 in its May 28, 2026, filing and $191,452,317 in its September 21, 2026, filing. The Cosmos comparison is from $0 to the amount in its latest filing; it does not support a percentage growth rate.
The comparison also includes a decrease: Steinberganna Wealth Management LLC reported regulatory AUM of $496,364,933 in its February 9, 2026, filing and $369,383,270 in its September 21, 2026, filing, a difference of -$126,981,663. A reported decrease, like a reported increase, is a difference between filing amounts; these records do not establish an asset outflow or its cause.
Selected filing comparisons
| Firm | Earlier reported regulatory AUM | Earlier filing | Latest reported regulatory AUM | Latest filing | Reported difference |
|---|---|---|---|---|---|
| Tuttle Capital Management, LLC | $3,909,230,378 | August 25, 2026 | $5,501,580,000 | September 21, 2026 | $1,592,349,622 |
| Clarity Investment Management Inc. | $1,129,870,005 | June 24, 2026 | $1,942,769,193 | September 21, 2026 | $812,899,188 |
| Grand Alliance Asset Management Ltd. | $1,805,304,235 | September 25, 2025 | $2,555,902,696 | September 21, 2026 | $750,598,461 |
| Gladstone Management Corporation | $4,423,684,349 | April 2, 2026 | $4,772,797,279 | September 21, 2026 | $349,112,930 |
| Cosmos Wealth, LLC | $0 | May 28, 2026 | $191,452,317 | September 21, 2026 | $191,452,317 |
| Steinberganna Wealth Management LLC | $496,364,933 | February 9, 2026 | $369,383,270 | September 21, 2026 | -$126,981,663 |
All firms with verified reported AUM changes
Complete qualifying firm list for observations Sep 22, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 1 comparisons without two exact reported amounts are excluded.
Showing the first 10 of 19 rows.
| Firm | CRD | Previous reported AUM (USD) | Latest reported AUM (USD) | Change (USD) | Change (%) | Previous filing | Latest filing | Observed |
|---|---|---|---|---|---|---|---|---|
| Adi Mahajan CPA PC | 334894 | 0 USD | 283,549 USD | 283,549 USD | Not applicable (previous AUM zero) | 05/29/2026 | 09/21/2026 | 09/22/2026 |
| Amaltash Advisors | 341060 | 0 USD | 33,980 USD | 33,980 USD | Not applicable (previous AUM zero) | 03/09/2026 | 09/21/2026 | 09/22/2026 |
| American Dream | 282816 | 6,703 USD | 8,032 USD | 1,329 USD | +19.83% | 03/29/2026 | 09/21/2026 | 09/22/2026 |
| Bollin Wealth Management, LLC | 150396 | 86,170,000 USD | 152,691,899 USD | 66,521,899 USD | +77.20% | 03/17/2026 | 09/21/2026 | 09/22/2026 |
| Capital Solutions Advisors, LLC | 324859 | 119,102 USD | 189,916 USD | 70,814 USD | +59.46% | 03/31/2026 | 09/21/2026 | 09/22/2026 |
| Clarity Investment Management Inc. | 335888 | 1,129,870,005 USD | 1,942,769,193 USD | 812,899,188 USD | +71.95% | 06/24/2026 | 09/21/2026 | 09/22/2026 |
| Cosmos Wealth, LLC | 341781 | 0 USD | 191,452,317 USD | 191,452,317 USD | Not applicable (previous AUM zero) | 05/28/2026 | 09/21/2026 | 09/22/2026 |
| Gladstone Management Corporation | 122482 | 4,423,684,349 USD | 4,772,797,279 USD | 349,112,930 USD | +7.89% | 04/02/2026 | 09/21/2026 | 09/22/2026 |
| Grand Alliance Asset Management Ltd. | 307801 | 1,805,304,235 USD | 2,555,902,696 USD | 750,598,461 USD | +41.58% | 09/25/2025 | 09/21/2026 | 09/22/2026 |
| MWM Wealth Advisory, LLC | 287705 | 140,287,000 USD | 144,400,000 USD | 4,113,000 USD | +2.93% | 05/22/2026 | 09/21/2026 | 09/22/2026 |