Grupo Bursatil Mexicano Sa De Cv
$315M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$3.7M
$7.3M
2022
2025
Same-firm comparison: 1 firms that reported Grupo Bursatil Mexicano Sa De Cv 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Fep Wealth, Llc | $308M | $1.4B | 22.5% | 02/24/2026 |
| Armada Capital Llc | $7.3M | $89.9M | 8.2% | 03/20/2026 |
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.