Lt Trust Company
$54.3M reported client assets across 3 advisory firms in FY2022 annual amendments
Reported client assets over time
$35.9M
$58.5M
2018
2022
Same-firm comparison: 2 firms that reported Lt Trust Company 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. 2018, 2019 are shown but partial — only FY2018: 1 cohort firms, FY2019: 1 cohort firms. No matched data for FY2017.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Elliott Cove Capital Management Llc | $53.8M | $227M | 23.7% | 02/01/2023 |
| N | $275K | $18.0M | 1.5% | 03/30/2023 |
| Copperleaf Capital, Llc | $176K | $160M | 0.1% | 03/30/2023 |
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.