Fiduciary Trust Company
$5.6B reported client assets across 11 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 10 firms that reported Fiduciary Trust Company 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. 2017, 2018, 2020, 2021 are shown but partial — only FY2017: 6 cohort firms, FY2018: 7 cohort firms, FY2020: 7 cohort firms, FY2021: 7 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| S & Co., Inc. | $2.4B | $2.5B | 98.1% | 03/31/2026 |
| John W. Bristol & Co., Inc. | $1.2B | $7.1B | 17.6% | 03/30/2026 |
| Safford Nicholas H & Co Inc | $516M | $1.8B | 28.7% | 03/30/2026 |
| New World Advisors Llc | $474M | $885M | 53.6% | 03/05/2026 |
| Marble Harbor Investment Counsel, Llc | $258M | $1.3B | 19.6% | 03/25/2026 |
| Siharum Advisors, Llc | $237M | $687M | 34.5% | 03/09/2026 |
| Penobscot Investment Management Company, Inc. | $206M | $1.6B | 12.6% | 03/23/2026 |
| Zock Robert A & Co Inc | $89.5M | $175M | 51.1% | 03/31/2026 |
| Game Creek Capital, Lp | $58.2M | $329M | 17.7% | 04/01/2026 |
| Dwv Advisors, Llc | $32.0M | $157M | 20.4% | 02/26/2026 |
| Elevatus Wealth Management, Llc | $31.1M | $513M | 6.1% | 03/05/2026 |
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.