First Endowment Development Corp
- Regulatory AUM
- $2.8B
- Discretionary
- $260M
- Clients
- 120
- Avg AUM / client
- $23.3M
- Accounts
- 120
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 109 | $2.3B | 81.0% |
| Charitable organizations | 11 | $531M | 19.0% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Leon Comstock | Director, Relationship Manager | Chartered Financial Consultant | Jan 1997 (30y) | 25% – 50% |
| Stephen Carpenter Browne | Director,Cio,Cco | CFA | Feb 1999 (27y) | Less than 5% |
| Alison Comstock Moss | Chairman/Ceo | Aug 2008 (18y) | Less than 5% | |
| Julie Anne Choate | Registered representative | Oct 2009 (17y) | ||
| Anne Elizabeth Huynh | Registered representative | CFA | Sep 2017 (9y) | |
| Bryce Kyle Cooper | Registered representative | CFP | Oct 2019 (7y) | |
| Winton Floyd Starling | Registered representative | Jan 2024 (3y) | ||
| Nicholas Allen Price | Registered representative | Mar 2024 (2y) | ||
| Jaqlyn Ann Lullo | Registered representative | Apr 2025 (1y) | ||
| Marc Daniel Shmerling | Registered representative | CFA | May 2025 (1y) | |
| Matthew Kerr Mackey | Registered representative | Feb 2026 (0y) | ||
| Jose Abelino Amoles | Registered representative | Apr 2026 (0y) | ||
| James Andrew Crockett | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alison Comstock Moss Separate Property Trust | Owner | Mar 2018 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.9B (69% of AUM) May 2026
- Northern Trust $474M (17% of AUM) May 2026
- Citigroup Global Markets Inc. $66.9M (2% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗