Capital Union Bank
$28.9M reported client assets across 2 advisory firms in FY2024 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ucap Asset Management Llc | $16.8M | $166M | 10.1% | 03/26/2025 |
| Bespoke Advisory Llc | $12.1M | $105M | 11.5% | 03/25/2025 |
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.