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A compliance office wall display splitting client account icons into qualified and disqualified sides at a glowing threshold line, illustrating the SEC's 2026 qualified client change

The SEC’s $2.7M Qualified Client Floor Is Live Today: What RIAs Must Lock Down Now

June 29, 2026

The SEC’s qualified client threshold rises to $2.7M net worth on June 29, 2026. What RIAs charging performance fees must document now to protect grandfathered clients.

Browsing: RIA business

The SEC’s $2.7M Qualified Client Floor Is Live Today: What RIAs Must Lock Down Now

The SEC’s $2.7M Qualified Client Floor Is Live Today: What RIAs Must Lock Down Now

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