U.S. Trust, Bank Of America
$2.1B reported client assets across 5 advisory firms in FY2019 annual amendments
Reported client assets over time
$2.1B
$2.4B
2017
2019
Same-firm comparison: 5 firms that reported U.S. Trust, Bank Of America in both FY2018 and FY2019 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 |
|---|---|---|---|---|
| Landmark Management, Llc | $1.5B | $3.2B | 46.5% | 03/25/2020 |
| Terry Mcdaniel & Company | $244M | $1.2B | 19.5% | 03/30/2020 |
| Southeast Asset Advisors, Llc | $241M | $2.5B | 9.5% | 03/30/2020 |
| Guiry Capital Management, Llc | $78.0M | $302M | 25.8% | 03/30/2020 |
| Loudon Investment Management, Llc | $31.7M | $156M | 20.3% | 03/30/2020 |
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.