American Trust Investment Services, Inc.
$1.3B reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
$52.4M
$58.0M
2024
2025
Same-firm comparison: 1 firms that reported American Trust Investment Services, Inc. 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp | $1.1B | $3.3B | 34.6% | 03/24/2026 |
| Prudent Investor Advisors, Llc | $139M | $1.3B | 10.7% | 03/26/2026 |
| Giverny Capital Asset Management Llc | $58.0M | $599M | 9.7% | 03/27/2026 |
| Q2 Wealth Management Llc | $151K | $123M | 0.1% | 03/25/2026 |
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.