The Independent Bankersbank
$1.4B reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$708M
$1.5B
2017
2022
Same-firm comparison: 2 firms that reported The Independent Bankersbank in both FY2021 and FY2022 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. 2017 is shown but partial — only FY2017: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sentry Management Inc | $1.2B | $10.0B | 11.7% | 03/30/2023 |
| Oasis Investment Strategies Llc | $219M | $7.4B | 3.0% | 03/31/2023 |
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.