Austin Capital Trust Company
$139M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$30.1M
$187M
2017
2025
Same-firm comparison: 2 firms that reported Austin Capital Trust Company 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 is shown but partial — only FY2017: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Familywealth Asset Management | $70.4M | $177M | 39.7% | 03/31/2026 |
| Familywealth Advisers Llc | $69.0M | $395M | 17.5% | 03/31/2026 |
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.