Newport Trust Company
$810M reported client assets across 6 advisory firms in FY2022 annual amendments
Reported client assets over time
$379M
$875M
2020
2022
Same-firm comparison: 4 firms that reported Newport Trust Company 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. 2020 is shown but partial — only FY2020: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Wea Financial Advisors, Inc. | $359M | $400M | 89.7% | 03/30/2023 |
| Mitchell, Mcleod, Pugh & Williams, Inc. | $336M | $1.7B | 19.9% | 03/28/2023 |
| Fcg Investment Company | $75.0M | $442M | 17.0% | 02/27/2023 |
| Jackson Avenue, Llc | $33.3M | $142M | 23.4% | 03/15/2023 |
| Madrone Investment Advisory, Llc | $5.9M | $150M | 3.9% | 03/23/2023 |
| Saltmarsh Financial Advisors, Llc | $918K | $247M | 0.4% | 03/13/2023 |
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.