RBG Capital reports $359.6M in regulatory AUM; 13 firms show changes

RBG Capital LLC reported $359.6 million in regulatory AUM in its latest Form ADV, filed November 3, 2026. Its earlier filing, dated August 13, listed $0. That is a difference between reported filing amounts, not evidence of asset flows.

The comparison was among 13 firms with qualifying reported regulatory AUM differences observed November 4, 2026. The observation date is not a filing date or a date for asset movement; the filings compared were dated separately.

Birchwood Financial Partners, Inc. reported $931.8 million in regulatory AUM in a filing dated November 3, compared with $853.2 million in a filing dated March 4. Treussard Capital Management reported $128.6 million, versus $74.5 million in its earlier filing dated January 28; its latest filing was also dated November 3.

Songbird Capital, LLC reported $105.2 million in regulatory AUM in its filing dated November 3, compared with $84.4 million in a filing dated March 30. Longenecker Financial Services reported $102.4 million, versus $82.1 million in a filing dated February 13; its latest filing was dated November 3.

These are differences between amounts reported in the firms' latest and earlier filings. They do not establish why the figures differ or indicate asset flows, returns, or client movement.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Nov 4, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 4 comparisons without two exact reported amounts are excluded.