Fidelity Managed And Research Company
$621M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$218M
$621M
2022
2025
Same-firm comparison: 3 firms that reported Fidelity Managed And Research 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. 2022, 2023 are shown but partial — only FY2022: 1 cohort firms, FY2023: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Retirement Fund Management, Llc | $313M | $770M | 40.7% | 04/28/2026 |
| Jpl Wealth Management, Llc | $285M | $588M | 48.5% | 03/25/2026 |
| Capita Financial Network, Llc | $23.1M | $2.3B | 1.0% | 03/13/2026 |
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.