Midfirst Bank
$94.6M reported client assets across 2 advisory firms in FY2021 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lawrence W. Kelly & Associates, Inc. | $90.5M | $610M | 14.8% | 03/31/2022 |
| Robert Harrell Incorporated | $4.1M | $913M | 0.5% | 03/21/2022 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.