Brinker Capital Securities, Inc.
$90.3M reported client assets across 3 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Brinker Capital Securities, Inc. in both FY2022 and FY2023 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, 2020, 2021 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms. No matched data for FY2019.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Booster, Llc | $45.1M | $200M | 22.6% | 01/29/2024 |
| Mhs Advisory Services, Llc | $40.8M | $205M | 19.9% | 03/07/2024 |
| Tfb Advisors, Llc | $4.4M | $721M | 0.6% | 03/28/2024 |
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.