Midwest Trust Company
$7.5B reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$3.5B
$7.5B
2017
2024
Same-firm comparison: 2 firms that reported Midwest Trust Company 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 |
|---|---|---|---|---|
| Financial Counselors Inc | $7.0B | $17.0B | 41.2% | 03/26/2025 |
| N | $436M | $2.4B | 18.1% | 03/26/2025 |
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.