October Three
$149M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$120M
$149M
2023
2024
Same-firm comparison: 1 firms that reported October Three 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Phd Consulting Llc | $149M | $398M | 37.4% | 03/28/2025 |
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.