Us Bancorp
$40.9B reported client assets across 29 advisory firms in FY2022 annual amendments
Reported client assets over time
$7.5B
$34.6B
2017
2022
Same-firm comparison: 21 firms that reported Us Bancorp 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. 2017, 2018, 2019 are shown but partial — only FY2017: 7 cohort firms, FY2018: 12 cohort firms, FY2019: 16 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Payden & Rygel | $13.4B | $127B | 10.6% | 03/31/2023 |
| Asset Allocation & Management Company, Llc | $6.7B | $24.0B | 28.0% | 03/17/2023 |
| N | $4.0B | $8.5B | 47.3% | 03/29/2023 |
| Karpus Management Inc | $2.6B | $3.5B | 75.5% | 09/27/2022 |
| Agincourt Capital Management, Llc | $2.5B | $7.4B | 33.4% | 03/30/2023 |
| Sit Fixed Income Advisors Ii, Llc | $1.4B | $11.9B | 12.1% | 03/29/2023 |
| Capital Advisors Group, Inc | $1.3B | $22.5B | 5.6% | 03/31/2023 |
| Hood River Capital Management Llc | $1.3B | $2.8B | 45.1% | 03/20/2023 |
| Red Cedar Investment Management, Llc | $1.1B | $1.5B | 72.6% | 03/29/2023 |
| Canterbury Consulting Incorporated | $1.0B | $5.4B | 18.7% | 03/27/2023 |
| Crossmark Global Investments, Inc. | $992M | $5.8B | 17.2% | 06/28/2022 |
| Sierra Investment Partners, Inc. | $719M | $4.2B | 17.3% | 12/22/2022 |
| Buckhead Capital Management, Llc | $605M | $3.4B | 17.7% | 03/30/2023 |
| Todd Asset Management Llc | $495M | $4.0B | 12.5% | 03/28/2023 |
| Polen Capital Credit, Llc | $492M | $6.9B | 7.2% | 03/30/2023 |
| Dana Investment Advisors Inc | $453M | $4.4B | 10.2% | 03/30/2023 |
| Meeder Public Funds, Inc. | $432M | $25.4B | 1.7% | 03/31/2023 |
| Disciplined Growth Investors Inc | $427M | $4.1B | 10.4% | 04/05/2023 |
| Sit Investment Associates, Inc | $199M | $3.2B | 6.3% | 03/29/2023 |
| Oak City Consulting, Llc | $180M | $766M | 23.5% | 03/15/2023 |
| The Edgar Lomax Company | $177M | $1.8B | 10.1% | 03/31/2023 |
| Stoneridge Pmg Advisors, Llc | $161M | $1.0B | 15.7% | 03/29/2023 |
| Terril Brothers Inc | $141M | $677M | 20.8% | 03/15/2023 |
| 1492 Capital Management, Llc | $43.9M | $175M | 25.1% | 03/31/2023 |
| Stoneridge Investment Partners Llc | $41.7M | $188M | 22.1% | 03/29/2023 |
| Tannin Capital, Llc | $18.8M | $182M | 10.3% | 03/30/2023 |
| Sws Capital Management, Llc | $10.6M | $218M | 4.9% | 03/31/2023 |
| Meros Investment Management, Lp | $3.9M | $172M | 2.3% | 03/31/2023 |
| Capital Gains Inc | $3.0M | $65.9M | 4.5% | 02/17/2023 |
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.