Bmo Harris Bank N.A.
$1.9B reported client assets across 9 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 6 firms that reported Bmo Harris Bank N.A. in both FY2021 and FY2022 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. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Everwest Advisors Llc | $560M | $1.7B | 32.4% | 03/31/2023 |
| Stairway Partners, Llc | $432M | $1.1B | 39.2% | 02/01/2023 |
| Twele Capital Management, Inc. | $229M | $625M | 36.7% | 02/09/2023 |
| Sellwood Investment Partners Llc | $215M | $1.3B | 16.9% | 03/29/2023 |
| Palos Management Inc. | $149M | $155M | 95.7% | 03/25/2023 |
| R.V. Kuhns & Associates, Inc. | $120M | $957M | 12.5% | 03/28/2023 |
| Monetary Management Group Inc | $113M | $454M | 24.8% | 07/22/2022 |
| Oasis Investment Strategies Llc | $64.7M | $7.4B | 0.9% | 03/31/2023 |
| Skylands Capital, Llc | $10.1M | $667M | 1.5% | 03/29/2023 |
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.