My529
$2.0M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$630K
$1.3M
2022
2023
Same-firm comparison: 1 firms that reported My529 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Fiduciary Financial Group, Llc | $1.3M | $545M | 0.2% | 01/29/2024 |
| Stonekeep Investments, Llc | $650K | $146M | 0.4% | 02/08/2024 |
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.