Benefit Trust Company
$428M reported client assets across 3 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Benefit Trust Company 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, 2021, 2022 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Gusto Investment Services, Llc | $220M | $16.5B | 1.3% | 03/27/2025 |
| Stadion Money Management, Llc | $167M | $2.5B | 6.8% | 03/10/2025 |
| Carbon Collective Investing, Llc | $41.5M | $233M | 17.8% | 03/28/2025 |
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.