Nationwide Bank
$187M reported client assets across 7 advisory firms in FY2021 annual amendments
Reported client assets over time
$183M
$191M
2019
2021
Same-firm comparison: 4 firms that reported Nationwide Bank in both FY2020 and FY2021 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. 2019 is shown but partial — only FY2019: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Meeder Advisory Services, Inc | $179M | $1.2B | 15.5% | 03/31/2022 |
| Ele Advisory Services, Inc | $2.6M | $106M | 2.4% | 03/28/2022 |
| Financial Focus Llc | $2.1M | $482M | 0.4% | 01/21/2022 |
| Worth Financial Advisory Group, Llc | $2.1M | $145M | 1.4% | 01/25/2022 |
| Michael Traxler Wealth Management, Llc | $625K | $129M | 0.5% | 03/15/2022 |
| Excel Financial, Llc | $356K | $257M | 0.1% | 02/28/2022 |
| Shum Financial Group, Inc. | $205K | $219M | 0.1% | 02/08/2022 |
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.