# Civitas Capital Management, LLC

> Civitas Capital Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 319105
- Filed as: CIVITAS CAPITAL MANAGEMENT, LLC
- Also doing business as: CIVITAS CAPITAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319105
- AdvisorCensus page: https://advisorcensus.com/firm/civitas-capital-management-llc-dallas-tx-319105

## Quick answers

**How is Civitas Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Civitas Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Civitas Capital Management, LLC located?**
Civitas Capital Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Civitas Capital Management, LLC registered with the SEC or a state?**
Civitas Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319105.

**How much does Civitas Capital Management, LLC manage?**
Civitas Capital Management, LLC reports $578,645,483 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**How have Civitas Capital Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Civitas Capital Management, LLC: Regulatory assets under management: $315,508,410 in the October 2022 data and $578,645,483 in the October 2026 data, up 83%. Total employees: 39 in October 2022 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Civitas Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (83).

**Does Civitas Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319105

**What changed in Civitas Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 15. Regulatory assets under management went from $513,931,023 to $597,879,280 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $578,645,483
- Discretionary: $578,645,483
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 83 | $578,645,483 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 47 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- civitascapital.com
- LinkedIn @civitas-capital-group
- X @civitascg
- YouTube @civitascapitalgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $315,508,410 | 39 | June 13, 2022 |
| October 2023 | $429,794,993 | 41 | May 22, 2023 |
| October 2024 | $437,815,679 | 47 | June 13, 2024 |
| October 2025 | $513,931,023 | 39 | June 23, 2025 |
| October 2026 | $578,645,483 | 47 | May 12, 2026 |

Regulatory assets under management: $315,508,410 in the October 2022 data and $578,645,483 in the October 2026 data, up 83%.
Total employees: 39 in October 2022 and 47 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 15.
- Regulatory assets under management went from $513,931,023 to $597,879,280 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Civitas Capital Management, LLC (CRD 319105): Form ADV filing data as of October 2026.