Transamerica Capital, Inc.
$2.3B reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Transamerica Capital, Inc. 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. 2022, 2023 are shown but partial — only FY2022: 1 cohort firms, FY2023: 2 cohort firms. No matched data for FY2018, FY2019, FY2020, FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Nppg Plan Professionals, Llc | $2.2B | $6.3B | 34.8% | 03/27/2026 |
| Atlas Fiduciary Services, Inc. | $71.0M | $269M | 26.3% | 02/12/2026 |
| Pointoak Retirement Advisors, Llc | $50.9M | $1.1B | 4.7% | 03/04/2026 |
| Elevated Financial Group, Llc | $36.7M | $532M | 6.9% | 03/05/2026 |
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.