AUMdb

Stonex

$8.8M reported client assets across 1 advisory firms in FY2024 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Bespoke Advisory Llc $8.8M $105M 8.3% 03/25/2025

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.