Regions Bank
$2.9B reported client assets across 10 advisory firms in FY2024 annual amendments
Reported client assets over time
$1.6B
$2.4B
2017
2024
Same-firm comparison: 9 firms that reported Regions Bank in both FY2023 and FY2024 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 is shown but partial — only FY2017: 7 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sentry, Llc | $1.4B | $2.7B | 49.7% | 03/25/2025 |
| Wertz York Capital Management Group, Llc | $431M | $15.3B | 2.8% | 03/28/2025 |
| Southeast Asset Advisors, Llc | $390M | $3.7B | 10.5% | 03/17/2025 |
| Oak City Consulting, Llc | $281M | $1.3B | 22.2% | 03/11/2025 |
| Integrity Fixed Income Management, Llc | $139M | $844M | 16.4% | 03/06/2025 |
| Silvant Capital Management Llc | $85.9M | $2.5B | 3.5% | 03/21/2025 |
| Gables Capital Management Inc | $69.2M | $424M | 16.3% | 03/24/2025 |
| Brooks, Moore & Associates, Inc. | $62.9M | $314M | 20.0% | 03/28/2025 |
| Carriage Services Investment Advisors, Inc. | $26.1M | $280M | 9.3% | 03/14/2025 |
| Trust Advisors, Inc. | $23.2M | $6.1B | 0.4% | 03/26/2025 |
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.