American Trust Baa
$224M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$181M
$224M
2024
2025
Same-firm comparison: 3 firms that reported American Trust Baa 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. No matched data for FY2023.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| High Probability Advisors, Llc | $140M | $1.0B | 13.4% | 03/11/2026 |
| Elliott Cove Capital Management Llc | $57.0M | $348M | 16.4% | 02/05/2026 |
| 4 Wealth Advisors, Inc. | $26.6M | $275M | 9.7% | 03/27/2026 |
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.