National Advisors Trust Company
$3.1B reported client assets across 15 advisory firms in FY2018 annual amendments
Reported client assets over time
$2.9B
$3.1B
2017
2018
Same-firm comparison: 11 firms that reported National Advisors Trust Company 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 |
|---|---|---|---|---|
| Howland Capital Management Llc | $1.9B | $1.9B | 98.5% | 03/14/2019 |
| White Oaks Wealth Advisors, Inc. | $367M | $396M | 92.5% | 03/18/2019 |
| Keats, Connelly & Associates, Inc | $167M | $280M | 59.8% | 03/29/2019 |
| Lee Financial Company, Llc | $157M | $1.0B | 15.5% | 03/27/2019 |
| Atwood & Palmer, Inc. | $122M | $785M | 15.5% | 03/18/2019 |
| Retirement Investment Advisors Inc | $116M | $665M | 17.4% | 03/27/2019 |
| Three Bearings Fiduciary Advisors, Inc. | $84.3M | $209M | 40.4% | 03/31/2019 |
| N | $76.3M | $105M | 72.5% | 03/26/2019 |
| Waldron Private Wealth, Llc | $66.7M | $1.8B | 3.6% | 03/15/2019 |
| Legacy Wealth Management Inc | $45.0M | $1.2B | 3.7% | 03/27/2019 |
| Amicus Financial Advisors, Llc | $17.4M | $136M | 12.8% | 03/29/2019 |
| Seacrest Investment Management, Llc | $16.3M | $144M | 11.3% | 03/20/2019 |
| Trademark Capital Management Inc. | $15.9M | $163M | 9.8% | 03/04/2019 |
| Alpha Fiduciary, Inc. | $14.0M | $511M | 2.7% | 02/08/2019 |
| Pt Asset Management, Llc | $6.8M | $2.3B | 0.3% | 03/21/2019 |
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.