Eleutherian Trust Company
$560M reported client assets across 2 advisory firms in FY2019 annual amendments
Reported client assets over time
$56.0M
$64.8M
2017
2019
Same-firm comparison: 1 firms that reported Eleutherian Trust Company 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 |
|---|---|---|---|---|
| Chadds Ford Wealth Partners, Llc | $496M | $618M | 80.3% | 02/26/2020 |
| Clean Yield Group Inc | $63.6M | $469M | 13.6% | 02/13/2020 |
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.