First Citizens Bank
$7.2B reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$5.8B
$7.9B
2019
2022
Same-firm comparison: 1 firms that reported First Citizens Bank 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. No matched data for FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | $5.8B | $35.8B | 16.1% | 03/31/2023 |
| Abbott Capital Management Llc | $1.4B | $13.6B | 10.2% | 03/29/2023 |
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.