T Bank, Na
$6.2B reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported T Bank, Na 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, 2022 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cain, Watters & Associates, Llc | $2.3B | $5.0B | 44.7% | 03/30/2026 |
| Tectonic Advisors Llc | $2.2B | $5.1B | 43.7% | 03/30/2026 |
| Jv Management Llc | $1.6B | $5.0B | 33.1% | 03/27/2026 |
| Wilmington Trust Investment Management Llc | $11.1M | $141M | 7.9% | 03/30/2026 |
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.