Sei Trust Co
$1.2B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$437M
$1.0B
2019
2025
Same-firm comparison: 1 firms that reported Sei Trust Co 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. No matched data for FY2017, FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lmcg Investments, Llc | $1.0B | $6.8B | 14.8% | 03/26/2026 |
| Jjsa Advisors, Ltd. | $143M | $154M | 92.9% | 03/12/2026 |
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.