Adm Investor Services, Inc.
$54.4M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$4.5M
$27.6M
2022
2025
Same-firm comparison: 2 firms that reported Adm Investor Services, 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: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lattis Management Lp | $26.8M | $211M | 12.7% | 03/30/2026 |
| Quantor Capital Llc | $21.9M | $176M | 12.4% | 03/31/2026 |
| Oasis Investment Strategies Llc | $5.7M | $5.7B | 0.1% | 03/31/2026 |
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.