AUMdb

Intrust Bank, National Association

$86.8M reported client assets across 1 advisory firms in FY2020 annual amendments

Reported client assets over time

$84.8M $93.2M
2018 2020

Same-firm comparison: 1 firms that reported Intrust Bank, National Association in both FY2019 and FY2020 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 firmRAUM at custodianFirm total AUMShareAs of
Columbia Capital Management, Llc $86.8M $812M 10.7% 03/29/2021

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.