Pinnacle Financial Partners
$299M reported client assets across 3 advisory firms in FY2024 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Phoenix Merchant Partners, Lp | $227M | $1.6B | 14.1% | 03/31/2025 |
| Hms Capital Management, Llc | $38.5M | $282M | 13.7% | 02/05/2025 |
| Broad Reach Capital Llc | $34.2M | $126M | 27.1% | 03/13/2025 |
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.