Umb Financial Services, Inc.
$3.4B reported client assets across 9 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 6 firms that reported Umb Financial Services, 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. 2020, 2021, 2022 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 4 cohort firms. No matched data for FY2017, FY2018, FY2019.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Euro Pacific Asset Management, Llc | $631M | $1.4B | 46.4% | 03/28/2025 |
| Ce Investment Management, Llc | $628M | $5.7B | 11.0% | 03/27/2025 |
| Smith Group Asset Management, Llc | $620M | $1.7B | 36.2% | 03/19/2025 |
| Clear Haven Capital Management, Llc | $582M | $1.2B | 48.6% | 03/31/2025 |
| Quantum Capital Management, Llc | $459M | $1.0B | 44.5% | 03/18/2025 |
| Quantum Capital Advisors, Llc | $459M | $935M | 49.1% | 03/18/2025 |
| Lanier Asset Management, Llc | $35.4M | $140M | 25.3% | 02/21/2025 |
| Sherman Asset Management, Inc. | $2.5M | $131M | 1.9% | 02/14/2025 |
| Green Century Capital Management Inc | $128K | $1.3B | 0.0% | 09/30/2024 |
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.