CIVITAS CAPITAL MANAGEMENT, LLC

1722 Routh Street
Suite 800
Dallas, Texas 75201
Tel: 214-572-2300

About CIVITAS CAPITAL MANAGEMENT, LLC

CIVITAS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CIVITAS CAPITAL MANAGEMENT, LLC. The firm was established in 07/14/2022. They have over 1 offices throughout the country.

CIVITAS CAPITAL MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $437,815,679 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319105
SEC#	801-126079
Assets Managed by Firm	$437,815,679
No. of Clients	78
No. of Advisors	47

Fee Structure

A percentage of AUM
Performance Based
Other (ADMINISTRATIVE FEE)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	78	$437,815,679

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