Fidelity Trust Company
$1.3B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$34.0M
$34.0M
2019
2025
Same-firm comparison: 1 firms that reported Fidelity Trust Company 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Deschutes Investment Consulting, Llc | $1.2B | $2.9B | 42.3% | 03/19/2026 |
| Palisade Investments, Llc | $34.0M | $653M | 5.2% | 03/26/2026 |
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.