Ascensus Trust Company
$5.3B reported client assets across 23 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 19 firms that reported Ascensus Trust Company 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. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 3 cohort firms, FY2018: 5 cohort firms, FY2019: 7 cohort firms, FY2020: 9 cohort firms, FY2021: 9 cohort firms, FY2022: 8 cohort firms, FY2023: 11 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Newport Group Consulting, Llc | $3.6B | $5.1B | 72.1% | 03/25/2026 |
| Forusall Advisors, Llc | $314M | $1.5B | 21.0% | 03/26/2026 |
| Stadion Money Management, Llc | $216M | $2.7B | 8.0% | 03/16/2026 |
| Mitchell, Mcleod, Pugh & Williams, Inc. | $200M | $2.7B | 7.5% | 03/26/2026 |
| Capital Wealth Management, Llc | $139M | $1.1B | 12.2% | 03/18/2026 |
| Naples Asset Management Co., Llc | $110M | $362M | 30.3% | 02/20/2026 |
| Qp Consulting, Llc | $108M | $560M | 19.3% | 01/20/2026 |
| Aps Wealth Management, Llc | $98.9M | $312M | 31.7% | 03/17/2026 |
| Dbs Investment Advisers, Llc | $74.7M | $280M | 26.7% | 02/02/2026 |
| If Advisors, Llc | $61.7M | $491M | 12.6% | 03/31/2026 |
| Summit Group Retirement Planners, Inc. | $58.6M | $302M | 19.4% | 02/26/2026 |
| Carbon Collective Investing, Llc | $49.2M | $348M | 14.1% | 03/25/2026 |
| Northstar Fiduciary Partners, Llc | $40.8M | $1.3B | 3.2% | 03/30/2026 |
| Retirement Planology, Inc. | $40.1M | $266M | 15.1% | 03/23/2026 |
| Wilkins Miller Wealth Management, Llc | $37.5M | $257M | 14.6% | 03/25/2026 |
| Palisade Investments, Llc | $35.2M | $653M | 5.4% | 03/26/2026 |
| Capital Management Llc | $30.0M | $383M | 7.8% | 03/16/2026 |
| Pendleton Financial, Llc | $23.2M | $160M | 14.5% | 03/31/2026 |
| Paul & Co. Wealth Management, Inc. | $19.0M | $165M | 11.5% | 01/23/2026 |
| Molly B Investment Group Llc | $14.1M | $335M | 4.2% | 03/24/2026 |
| Mollot & Hardy, Inc. | $13.0M | $80.6M | 16.1% | 03/13/2026 |
| Focus 401 (K) Group, Llc | $9.6M | $170M | 5.6% | 01/14/2026 |
| Rookwood Wealth Management, Llc | $5.3M | $205M | 2.6% | 03/31/2026 |
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.