Bank Of Labor
$120M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$71.1M
$74.4M
2024
2025
Same-firm comparison: 1 firms that reported Bank Of Labor 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Old Glory Asset Management Llc | $74.4M | $656M | 11.3% | 03/18/2026 |
| Mount Vernon Associates Inc | $32.1M | $233M | 13.8% | 02/18/2026 |
| Dcm Advisors, Llc | $13.7M | $261M | 5.3% | 03/31/2026 |
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.