Security Benefit
$259K reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$214K
$232K
2022
2023
Same-firm comparison: 1 firms that reported Security Benefit 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. No matched data for FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Toews Corporation | $232K | $999M | 0.0% | 03/25/2024 |
| Compound Planning, Inc. | $26.3K | $1.4B | 0.0% | 03/30/2024 |
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.