The Eastrade Asset Management Corporation
- Regulatory AUM
- $38.0M
- Discretionary
- $37.9M
- Clients
- 61
- Avg AUM / client
- $622K
- Accounts
- 66
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $5.1M | 13.6% |
| High net worth individuals | 36 | $24.5M | 64.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.3M | 21.8% |
| Charitable organizations | Fewer than 5 clients | $20.2K | 0.05% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Roger Dymant | President And Cco | Sep 1996 (30y) | 75% or more |
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) | 02/06/2026 | 896 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- American Century Proprietary Holdings Inc. $28.4M (75% of AUM) Feb 2026
- Allspring Funds Distributor, Llc $6.9M (24% of AUM) Jan 2024
- Wells Fargo $6.4M (21% of AUM) Feb 2022
- Vanguard Marketing Corporation $4.1M (11% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗