T Rowe Price Trust Company
$1.3B reported client assets across 3 advisory firms in FY2018 annual amendments
Reported client assets over time
$285M
$310M
2017
2018
Same-firm comparison: 1 firms that reported T Rowe Price Trust Company in both FY2017 and FY2018 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 |
|---|---|---|---|---|
| Prime Capital Investment Advisors, Llc | $628M | $8.0B | 7.9% | 03/05/2019 |
| Gregory J. Schwartz & Co., Inc. | $337M | $3.5B | 9.7% | 06/25/2018 |
| Stegner Investment Associates Inc | $285M | $980M | 29.1% | 03/29/2019 |
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.