Overview

Headquarters
Omaha, NE
Total Firm Assets
$1.9 billion
Average High-Net-Worth Client Portfolio Size
$0.4 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: TRIBUTARY CAPITAL MANAGEMENT FORM ADV PART 2A (2026-04-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $10,000,000 0.80%
$10,000,001 $25,000,000 0.75%
$25,000,001 $50,000,000 0.70%
$50,000,001 and above 0.65%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $8,000 0.80%
$5 million $40,000 0.80%
$10 million $80,000 0.80%
$50 million $367,500 0.74%
$100 million $692,500 0.69%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
5.51%
Number of High-Net-Worth Clients
236
Total Client Accounts
840
Discretionary Accounts
840

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
112528
  • TRIBUTARY CAPITAL MANAGEMENT FORM ADV PART 2A (2026-04-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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