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CIVITAS CAPITAL MANAGEMENT, LLC
CRD 319105File 801-126079
APPROVED
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$578.6M
Above cohort median (national)
Discretionary AUM
$578.6M
Clients
83
83 accounts
Employees
47
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 14, 2022
- Principal office
- 1722 ROUTH STREET, SUITE 800, DALLAS, TX, 75201
- Phone
- 214-572-2300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $578.6M
- Discretionary AUM
- $578.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 83
- Non-discretionary accounts
- 0
- Total accounts
- 83
- AUM per client
- $7.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Pooled investment vehicles | 83 | $578.6M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ADMINISTRATIVE FEE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $597,879,280 | $578,645,483 | decreased by$19,233,797 |
| Apr 1, 2026 | Employees | 39 | 47 | increased by8 |
| Apr 1, 2026 | Clients | 79 | 83 | increased by4 |
| Apr 1, 2026 | AUM | $513,931,023 | $597,879,280 | increased by$83,948,257 |
| Apr 1, 2026 | Accounts | 79 | 83 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 81 | 79 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $315,508,410 | $513,931,023 | increased by$198,422,613 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 81 | 79 | decreased by2 |
| Aug 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CIVITAS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CIVITAS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.