Lake City Bank
$278M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$48.4M
$60.0M
2017
2022
Same-firm comparison: 1 firms that reported Lake City Bank 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Baker Tilly Wealth Management, Llc | $230M | $3.9B | 5.9% | 08/30/2022 |
| Monarch Capital Management Inc | $48.4M | $409M | 11.8% | 03/14/2023 |
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.