Fifth Third Securities, Inc.
$6.1B reported client assets across 12 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 10 firms that reported Fifth Third Securities, Inc. in both FY2023 and FY2024 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 are shown but partial — only FY2017: 1 cohort firms, FY2018: 3 cohort firms, FY2019: 4 cohort firms, FY2020: 7 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Post Advisory Group, Llc | $1.3B | $16.0B | 8.2% | 03/28/2025 |
| Kindred Spirits Investment Management, Llc | $1.2B | $8.7B | 13.6% | 03/03/2025 |
| Bartlett & Co. Wealth Management Llc | $1.1B | $9.4B | 11.7% | 03/25/2025 |
| Quadrant Capital Group Llc | $968M | $4.7B | 20.8% | 03/31/2025 |
| 1900 Wealth Management Llc | $658M | $2.3B | 29.0% | 03/19/2025 |
| Anfield Capital Management, Llc | $424M | $1.8B | 23.9% | 03/20/2025 |
| Sheets Smith Wealth Management | $179M | $1.2B | 14.4% | 03/03/2025 |
| Lone Peak Global Investors, Llc | $117M | $497M | 23.5% | 03/25/2025 |
| Lsb Capital Management, Inc. | $68.3M | $173M | 39.5% | 03/12/2025 |
| Lander & Associates Inc | $55.2M | $167M | 33.1% | 06/19/2024 |
| Game Creek Capital, Lp | $50.6M | $241M | 21.1% | 03/27/2025 |
| Capital Ideas, Llc | $42.3M | $277M | 15.3% | 03/24/2025 |
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.