Hand Benefits & Trust
$540M reported client assets across 6 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 6 firms that reported Hand Benefits & Trust 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. 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2018: 1 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms, FY2021: 3 cohort firms, FY2022: 4 cohort firms, FY2023: 4 cohort firms. No matched data for FY2017.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Reagan Companies Asset Management, Inc | $257M | $1.2B | 22.1% | 03/13/2026 |
| Atlas Fiduciary Services, Inc. | $130M | $269M | 48.1% | 02/12/2026 |
| Reedmark Advisors, Llc | $68.1M | $565M | 12.1% | 03/12/2026 |
| Tlc Group Investment Advisors, Llc | $32.4M | $168M | 19.2% | 03/16/2026 |
| Malvern Capital Management, Llc | $29.7M | $258M | 11.5% | 02/19/2026 |
| Golden Bay Advisors Llc | $23.3M | $180M | 12.9% | 03/03/2026 |
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.