Community National Bank
$68.6M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$14.7M
$66.7M
2021
2025
Same-firm comparison: 2 firms that reported Community National Bank 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. 2021, 2022, 2023 are shown but partial — only FY2021: 1 cohort firms, FY2022: 1 cohort firms, FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| J. Hagan Capital, Inc. | $44.7M | $342M | 13.1% | 03/25/2026 |
| Innovative Advisory Group, Llc | $22.0M | $194M | 11.3% | 02/19/2026 |
| Total Solutions Enterprise Llc | $1.9M | $286M | 0.7% | 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.