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··3 min read

Reported AUM: before and after

19firms with verified AUM changes

Previous reportLatest report

TUTTLE CAPITAL MANAGEMENT, LLC
$3.91B$5.50B
CLARITY INVESTMENT MANAGEMENT INC.
$1.13B$1.94B
GRAND ALLIANCE ASSET MANAGEMENT LTD.
$1.81B$2.56B
GLADSTONE MANAGEMENT CORPORATION
$4.42B$4.77B

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

FirmEarlier reported regulatory AUMEarlier filingLatest reported regulatory AUMLatest filingReported difference
Tuttle Capital Management, LLC$3,909,230,378August 25, 2026$5,501,580,000September 21, 2026$1,592,349,622
Clarity Investment Management Inc.$1,129,870,005June 24, 2026$1,942,769,193September 21, 2026$812,899,188
Grand Alliance Asset Management Ltd.$1,805,304,235September 25, 2025$2,555,902,696September 21, 2026$750,598,461
Gladstone Management Corporation$4,423,684,349April 2, 2026$4,772,797,279September 21, 2026$349,112,930
Cosmos Wealth, LLC$0May 28, 2026$191,452,317September 21, 2026$191,452,317
Steinberganna Wealth Management LLC$496,364,933February 9, 2026$369,383,270September 21, 2026-$126,981,663

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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.

FirmCRDPrevious reported AUM (USD)Latest reported AUM (USD)Change (USD)Change (%)Previous filingLatest filingObserved
Adi Mahajan CPA PC3348940 USD283,549 USD283,549 USDNot applicable (previous AUM zero)05/29/202609/21/202609/22/2026
Amaltash Advisors3410600 USD33,980 USD33,980 USDNot applicable (previous AUM zero)03/09/202609/21/202609/22/2026
American Dream2828166,703 USD8,032 USD1,329 USD+19.83%03/29/202609/21/202609/22/2026
Bollin Wealth Management, LLC15039686,170,000 USD152,691,899 USD66,521,899 USD+77.20%03/17/202609/21/202609/22/2026
Capital Solutions Advisors, LLC324859119,102 USD189,916 USD70,814 USD+59.46%03/31/202609/21/202609/22/2026
Clarity Investment Management Inc.3358881,129,870,005 USD1,942,769,193 USD812,899,188 USD+71.95%06/24/202609/21/202609/22/2026
Cosmos Wealth, LLC3417810 USD191,452,317 USD191,452,317 USDNot applicable (previous AUM zero)05/28/202609/21/202609/22/2026
Gladstone Management Corporation1224824,423,684,349 USD4,772,797,279 USD349,112,930 USD+7.89%04/02/202609/21/202609/22/2026
Grand Alliance Asset Management Ltd.3078011,805,304,235 USD2,555,902,696 USD750,598,461 USD+41.58%09/25/202509/21/202609/22/2026
MWM Wealth Advisory, LLC287705140,287,000 USD144,400,000 USD4,113,000 USD+2.93%05/22/202609/21/202609/22/2026
Show 9 more rows (19 total)
FirmCRDPrevious reported AUM (USD)Latest reported AUM (USD)Change (USD)Change (%)Previous filingLatest filingObserved
Nollenberger Mccullough Investment Advisors LLC16545179,540,586 USD81,397,704 USD1,857,118 USD+2.33%06/05/202609/21/202609/22/2026
Preservation Wealth Management1706362,371,000 USD1,760,000 USD-611,000 USD-25.77%02/02/202609/21/202609/22/2026
Propath Financial30591446,000,000 USD59,700,000 USD13,700,000 USD+29.78%05/06/202509/21/202609/22/2026
Schwartz Investment Counsel Inc.1046933,785,346,844 USD3,738,338,940 USD-47,007,904 USD-1.24%03/26/202609/21/202609/22/2026
Steinberganna Wealth Management LLC335680496,364,933 USD369,383,270 USD-126,981,663 USD-25.58%02/09/202609/21/202609/22/2026
The Fiscal Fitness Company, Inc.14076816,639,828 USD18,730,692 USD2,090,864 USD+12.57%03/20/202509/21/202609/22/2026
Tuttle Capital Management, LLC1649373,909,230,378 USD5,501,580,000 USD1,592,349,622 USD+40.73%08/25/202609/21/202609/22/2026
Vanheel Management Limited282064184,719,038 USD197,419,230 USD12,700,192 USD+6.88%09/11/202509/21/202609/22/2026
WI Partners, LLC26983017,350,000 USD16,800,000 USD-550,000 USD-3.17%10/03/202409/21/202609/22/2026

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