Mid Atlantic Clearing & Settlement Corporation
$398M reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
$316M
$370M
2024
2025
Same-firm comparison: 3 firms that reported Mid Atlantic Clearing & Settlement Corporation in both FY2024 and FY2025 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. No matched data for FY2023.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Statheros Financial Solutions, Inc. | $350M | $926M | 37.8% | 03/20/2026 |
| Growstrong Wealth Strategies, Llc | $28.0M | $127M | 22.0% | 03/26/2026 |
| Rdg Capital Management Llc | $19.1M | $132M | 14.5% | 03/10/2026 |
| Carbon Collective Investing, Llc | $1.0M | $348M | 0.3% | 03/25/2026 |
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.