Standard Insurance Company
$208M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$155M
$197M
2024
2025
Same-firm comparison: 1 firms that reported Standard Insurance 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Purus Wealth Management, Llc | $197M | $658M | 30.0% | 03/18/2026 |
| Carbon Collective Investing, Llc | $10.7M | $348M | 3.1% | 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.