Equity Advisor Solutions
$165M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$165M
$177M
2021
2022
Same-firm comparison: 2 firms that reported Equity Advisor Solutions in both FY2021 and FY2022 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 |
|---|---|---|---|---|
| Icon Advisers, Inc. | $100M | $653M | 15.3% | 03/22/2023 |
| Premium 72 Capital, Llc | $64.5M | $70.5M | 91.5% | 03/30/2023 |
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.