Umb Bank N/A Mo
$906M reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
$366M
$743M
2021
2025
Same-firm comparison: 2 firms that reported Umb Bank N/A Mo 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. 2021, 2022 are shown but partial — only FY2021: 1 cohort firms, FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Baker Tilly Wealth Management, Llc | $742M | $4.6B | 16.1% | 07/25/2025 |
| Willow Tree Credit Partners Lp | $160M | $2.8B | 5.7% | 03/31/2026 |
| Mica Creek Capital Llc | $3.6M | $173M | 2.1% | 03/25/2026 |
| Ccm New Opportunities, Llc | $1.3M | $1.3M | 100.0% | 03/23/2026 |
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.