Ftn Financial Securities Corp
$1.7B reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$61.6M
$538M
2018
2022
Same-firm comparison: 1 firms that reported Ftn Financial Securities Corp 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Smith Shellnut Wilson Llc | $1.1B | $7.8B | 14.7% | 03/22/2023 |
| Masonry Capital Management, Llc | $538M | $637M | 84.4% | 03/22/2023 |
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.