Vantage Trust Company
$7.8B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$1.2B
$2.1B
2023
2025
Same-firm comparison: 1 firms that reported Vantage 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| International City Management Association Retirement Corporation | $5.7B | $6.3B | 91.0% | 03/31/2026 |
| Shuster Advisory Group, Llc | $2.1B | $10.3B | 20.1% | 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.