Fidelity Institutional Brokerage Group
$791M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$182M
$792M
2018
2025
Same-firm comparison: 2 firms that reported Fidelity Institutional Brokerage Group 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. 2018, 2019 are shown but partial — only FY2018: 1 cohort firms, FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Single Point Partners, Llc | $630M | $641M | 98.2% | 03/06/2026 |
| Toomey Investment Management, Inc | $161M | $321M | 50.1% | 01/27/2026 |
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.