American Funds/Cb&T
$106M reported client assets across 6 advisory firms in FY2024 annual amendments
Reported client assets over time
$37.2M
$79.3M
2020
2024
Same-firm comparison: 4 firms that reported American Funds/Cb&T 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. 2020, 2021, 2022 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Tucker Jr., Douglas, Ray | $48.0M | $272M | 17.7% | 03/14/2025 |
| Signature Financial Services, Ltd | $28.7M | $227M | 12.6% | 03/05/2025 |
| Cedar Spring Advisors, Llc | $15.7M | $139M | 11.2% | 01/29/2025 |
| J M Brown & Associates, Inc. | $11.3M | $158M | 7.2% | 03/26/2025 |
| N | $2.2M | $860M | 0.3% | 03/31/2025 |
| Core Alpha, Inc. | $405K | $113M | 0.4% | 01/30/2025 |
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.