Cadence Bank
$332M reported client assets across 3 advisory firms in FY2021 annual amendments
Reported client assets over time
$121M
$239M
2018
2021
Same-firm comparison: 2 firms that reported Cadence Bank in both FY2020 and FY2021 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 |
|---|---|---|---|---|
| Fiduciaryvest, Llc | $211M | $4.2B | 5.0% | 03/29/2022 |
| Doliver Advisors, L.P. | $63.2M | $543M | 11.6% | 03/17/2022 |
| White Deer Management Llc | $57.5M | $1.6B | 3.5% | 03/28/2022 |
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.