Evolve Bank And Trust
$569M reported client assets across 1 advisory firms in FY2021 annual amendments
Reported client assets over time
$307M
$569M
2017
2021
Same-firm comparison: 1 firms that reported Evolve Bank And Trust 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 |
|---|---|---|---|---|
| Invictus Fiduciary Services, Llc | $569M | $569M | 100.0% | 03/15/2022 |
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.