Huntington National Bank
$4.2B reported client assets across 8 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 6 firms that reported Huntington National Bank in both FY2024 and FY2025 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, 2021, 2022, 2023 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 2 cohort firms, FY2022: 2 cohort firms, FY2023: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Townsend Holdings Llc | $2.6B | $19.6B | 13.4% | 03/30/2026 |
| Baker Tilly Wealth Management, Llc | $758M | $4.6B | 16.5% | 07/25/2025 |
| Arx Management, Llc | $400M | $586M | 68.3% | 03/31/2026 |
| Oakmont Capital Management, Llc | $366M | $3.1B | 11.8% | 03/30/2026 |
| Hale Partnership Capital Management, Llc | $37.9M | $788M | 4.8% | 03/31/2026 |
| Meeder Asset Management, Inc | $26.6M | $3.3B | 0.8% | 03/09/2026 |
| International Management Advisors Ltd. | $5.3M | $109M | 4.9% | 03/26/2026 |
| Evelyn Partners Asset Management Limited | $2.2M | $1.1B | 0.2% | 03/31/2026 |
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.