Umb Bank
$3.4B reported client assets across 6 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 5 firms that reported Umb Bank in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 2 cohort firms, FY2021: 2 cohort firms, FY2022: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Public Trust Advisors, Llc | $1.8B | $94.2B | 2.0% | 03/28/2025 |
| Eldridge Credit Advisers, Llc | $799M | $7.7B | 10.4% | 03/27/2025 |
| Prudent Man Advisors, Llc | $450M | $27.8B | 1.6% | 03/28/2025 |
| Anderson Hoagland & Co | $125M | $1.2B | 10.0% | 02/07/2025 |
| Tri Ad Capital Management I, Llc | $83.0M | $463M | 17.9% | 03/27/2025 |
| Sws Capital Management, Llc | $65.9M | $426M | 15.5% | 03/31/2025 |
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.