Investment adviser · CRD 113755

TRADITION CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

SUMMIT, NJ, United States · Form ADV filed Mar 25, 2019

Regulatory AUM
$612M
Form ADV · Item 5.F
Client accounts
322
Accounts, not individual clients
Employees
20
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals163$465,658,63576.1%
Government entitiesFewer than 5$67,804,93411.1%
Individuals140$52,094,5858.5%
Retirement plans8$14,346,3002.3%
Charities6$6,777,1681.1%
Corporations & businessesFewer than 5$4,917,1750.8%
Filing source

Form ADV 1277960 · Mar 25, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 25, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

129 SUMMIT AVENUE
SUMMIT, NJ, 07901, United States

CRD 113755

Filing source

Form ADV 1277960 · Mar 25, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.