American Trust Custody
$2.6B reported client assets across 5 advisory firms in FY2024 annual amendments
Reported client assets over time
$1.5B
$2.2B
2023
2024
Same-firm comparison: 2 firms that reported American Trust Custody 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 |
|---|---|---|---|---|
| Cfm Advisors Inc | $2.1B | $3.5B | 61.0% | 02/27/2025 |
| Agh Wealth Advisors, Llc | $203M | $440M | 46.2% | 03/07/2025 |
| N | $124M | $548M | 22.7% | 03/29/2025 |
| 401 K Generation | $93.3M | $173M | 54.0% | 03/25/2025 |
| Fcg Investment Company | $39.9M | $458M | 8.7% | 01/24/2025 |
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.