Fis Brokerage & Securities Services Llc
$99.1M reported client assets across 1 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Emerald Investment Advisers, Llc | $99.1M | $2.3B | 4.4% | 01/30/2026 |
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.