AUMdb

John A. Levin & Co., Inc.

$139M reported client assets across 1 advisory firms in FY2025 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Xception Advisory Services, Llc $139M $189M 73.3% 03/31/2026

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.