Salem Trust Company
$841M reported client assets across 5 advisory firms in FY2023 annual amendments
Reported client assets over time
$371M
$537M
2017
2023
Same-firm comparison: 2 firms that reported Salem Trust Company in both FY2022 and FY2023 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 |
|---|---|---|---|---|
| Highland Capital Management, Llc | $423M | $3.4B | 12.4% | 03/27/2024 |
| Kaufman Hall Investment Management, Llc | $247M | $1.2B | 21.1% | 03/22/2024 |
| Ceeto Capital Group, Llc | $91.8M | $392M | 23.4% | 03/27/2024 |
| Integrity Fixed Income Management, Llc | $75.4M | $730M | 10.3% | 03/04/2024 |
| Atlatl Advisers Llc | $4.2M | $123M | 3.4% | 03/19/2024 |
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.