Rl360
$377M reported client assets across 3 advisory firms in FY2021 annual amendments
Reported client assets over time
$15.5M
$292M
2017
2021
Same-firm comparison: 2 firms that reported Rl360 in both FY2020 and FY2021 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, 2018 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Skybound Wealth Management Usa, Llc | $193M | $255M | 75.7% | 03/10/2022 |
| Blacktower Financial Management (Us) Llc | $176M | $201M | 87.6% | 02/24/2022 |
| Beacon Global Advisor Network, Llc | $8.7M | $146M | 6.0% | 03/30/2022 |
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.