Midwest Institutional Trust Company
$11.0B reported client assets across 8 advisory firms in FY2025 annual amendments
Reported client assets over time
$4.6B
$11.0B
2023
2025
Same-firm comparison: 7 firms that reported Midwest Institutional Trust Company 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. 2023 is shown but partial — only FY2023: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Marquette Associates, Inc. | $6.4B | $47.1B | 13.5% | 03/26/2026 |
| Heck Capital Advisors, Llc | $2.0B | $11.3B | 18.1% | 03/30/2026 |
| Stairway Partners, Llc | $1.5B | $2.4B | 63.1% | 01/22/2026 |
| Sierra Investment Partners, Inc. | $567M | $5.5B | 10.3% | 12/12/2025 |
| Sellwood Investment Partners Llc | $264M | $2.3B | 11.6% | 03/02/2026 |
| R.V. Kuhns & Associates, Inc. | $154M | $828M | 18.6% | 03/18/2026 |
| Monetary Management Group Inc | $76.3M | $492M | 15.5% | 07/29/2025 |
| Skylands Capital, Llc | $11.4M | $747M | 1.5% | 03/24/2026 |
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.