Truist Securities, Inc.
$658M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$658M
$1.6B
2023
2025
Same-firm comparison: 2 firms that reported Truist Securities, 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. 2023 is shown but partial — only FY2023: 1 cohort firms. No matched data for FY2021, FY2022.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Richmond Capital Management Inc | $400M | $5.9B | 6.7% | 03/26/2026 |
| Oak City Consulting, Llc | $258M | $1.4B | 18.0% | 03/11/2026 |
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.