Morningstar By All Accounts
$58.5M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$49.7M
$58.5M
2023
2024
Same-firm comparison: 2 firms that reported Morningstar By All Accounts in both FY2023 and FY2024 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 |
|---|---|---|---|---|
| Alaethes Wealth, Llc | $52.4M | $439M | 11.9% | 01/21/2025 |
| Intrepid Capital Management Inc | $6.1M | $1.2B | 0.5% | 03/27/2025 |
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.