National Bank Trust
$5.3B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$1.9B
$4.7B
2022
2025
Same-firm comparison: 1 firms that reported National Bank Trust 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. No matched data for FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Montrusco Bolton Investments Inc. | $4.7B | $12.9B | 36.6% | 03/31/2026 |
| Les Placements Louisbourg Inc. Louisbourg Investments Inc. | $520M | $2.3B | 22.5% | 03/20/2026 |
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.