Huntington Bancshares, Inc
$4.4B reported client assets across 4 advisory firms in FY2022 annual amendments
Reported client assets over time
$574M
$4.4B
2017
2022
Same-firm comparison: 4 firms that reported Huntington Bancshares, Inc 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: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Meeder Public Funds, Inc. | $3.7B | $25.4B | 14.5% | 03/31/2023 |
| Robinson Capital Management, Llc | $392M | $1.2B | 33.2% | 02/17/2023 |
| Morrison Fiduciary Advisors, Inc. | $317M | $1.3B | 24.3% | 03/24/2023 |
| Oak Associates Ltd | $67.8M | $1.3B | 5.1% | 03/29/2023 |
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.