Hsbc Securities (Usa) Inc.
$191M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$140M
$165M
2024
2025
Same-firm comparison: 1 firms that reported Hsbc Securities (Usa) Inc. 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Denali Advisors, Llc | $165M | $1.4B | 11.9% | 03/25/2026 |
| Gold Coast Wealth Management, Llc | $19.5M | $414M | 4.7% | 03/24/2026 |
| Bice Wealth Management Llc | $6.1M | $164M | 3.7% | 03/30/2026 |
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.