Mutual Trust Co. Of America Securities
$134M reported client assets across 4 advisory firms in FY2018 annual amendments
Reported client assets over time
$25.7M
$37.2M
2017
2018
Same-firm comparison: 1 firms that reported Mutual Trust Co. Of America Securities in both FY2017 and FY2018 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 |
|---|---|---|---|---|
| Rice Financial Consulting, Inc. | $45.0M | $125M | 36.0% | 02/04/2019 |
| Vision Capital Partners | $34.9M | $142M | 24.5% | 09/24/2018 |
| Tax Efficient Asset Management Solution, Inc. | $28.7M | $136M | 21.1% | 04/01/2019 |
| Capital Wealth Planners, Llc | $25.7M | $103M | 25.0% | 03/04/2019 |
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.