Fidelity National Financial
$55.3M reported client assets across 1 advisory firms in FY2024 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Phillips Ray Capital Management, Inc. | $55.3M | $59.5M | 93.0% | 03/18/2025 |
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.