First Horizon Bank
$8.5B reported client assets across 5 advisory firms in FY2021 annual amendments
Reported client assets over time
$3.3B
$7.2B
2019
2021
Same-firm comparison: 3 firms that reported First Horizon Bank in both FY2020 and FY2021 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. 2019 is shown but partial — only FY2019: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $6.6B | $13.6B | 48.8% | 03/31/2022 |
| Smith Shellnut Wilson Llc | $1.2B | $6.2B | 19.5% | 03/22/2022 |
| Martin & Company, Inc | $462M | $1.6B | 28.2% | 03/31/2022 |
| Attucks Asset Management, Llc | $128M | $4.5B | 2.9% | 03/24/2022 |
| Brooks, Moore & Associates, Inc. | $61.0M | $296M | 20.6% | 03/30/2022 |
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.