Kingdom Trust Company
$29.9M reported client assets across 3 advisory firms in FY2023 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Innovative Private Wealth Management Inc. | $25.5M | $103M | 24.9% | 03/25/2024 |
| Compound Planning, Inc. | $4.2M | $1.4B | 0.3% | 03/30/2024 |
| Axecap Investments, Llc | $160K | $150M | 0.1% | 03/29/2024 |
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.