Stifel Nicolaus
$948M reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Stifel Nicolaus 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 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 3 cohort firms, FY2021: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Acr Alpine Capital Research, Llc | $747M | $10.8B | 6.9% | 03/27/2026 |
| Southwest Money Management Inc | $142M | $288M | 49.3% | 02/23/2026 |
| Cambridge Financial Group, Inc. | $50.2M | $331M | 15.2% | 03/19/2026 |
| N | $8.6M | $734M | 1.2% | 01/31/2026 |
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.