Nationwide Trust Company
$8.6B reported client assets across 6 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 5 firms that reported Nationwide Trust Company in both FY2022 and FY2023 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: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Nationwide Investment Advisors, Llc | $7.6B | $14.3B | 52.9% | 03/26/2024 |
| Mgo One Seven Llc | $616M | $2.6B | 24.0% | 03/28/2024 |
| Girard Pension Services, Llc | $228M | $557M | 40.9% | 03/28/2024 |
| Lji Wealth Management, Llc | $111M | $853M | 13.0% | 03/25/2024 |
| Asco Financial Group, Inc. | $38.0M | $158M | 24.0% | 03/10/2024 |
| Compound Planning, Inc. | $6.1M | $1.4B | 0.4% | 03/30/2024 |
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.