Branch Banking And Trust Company
$825M reported client assets across 3 advisory firms in FY2019 annual amendments
Reported client assets over time
$530M
$659M
2017
2019
Same-firm comparison: 2 firms that reported Branch Banking And Trust Company in both FY2018 and FY2019 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 |
|---|---|---|---|---|
| Willis Investment Counsel Inc | $440M | $2.6B | 16.8% | 03/27/2020 |
| Virtus Capital Advisers, Llc | $219M | $12.8B | 1.7% | 03/25/2020 |
| Greenwood Capital Associates, Llc | $166M | $1.3B | 12.3% | 03/27/2020 |
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.