Truist Bank
$28.3B reported client assets across 9 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 8 firms that reported Truist Bank 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. 2019, 2020, 2021, 2022 are shown but partial — only FY2019: 1 cohort firms, FY2020: 4 cohort firms, FY2021: 4 cohort firms, FY2022: 5 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sterling Capital Management Llc | $27.0B | $69.2B | 39.1% | 03/31/2026 |
| Jaffa Capital Management Llc | $449M | $597M | 75.3% | 03/31/2026 |
| Virtus Capital Advisers, Llc | $214M | $1.5B | 14.4% | 03/23/2026 |
| Gbc Investment Group Llc | $199M | $304M | 65.4% | 01/28/2026 |
| Silvant Capital Management Llc | $142M | $3.0B | 4.7% | 03/20/2026 |
| Trust Advisors, Inc. | $125M | $7.0B | 1.8% | 03/26/2026 |
| Collegiate Peaks Asset Management, Llc | $50.5M | $365M | 13.8% | 03/13/2026 |
| Socorro Asset Management, L.P. | $35.2M | $498M | 7.1% | 03/27/2026 |
| Gfo Advisory Services, Llc | $1.0M | $351M | 0.3% | 03/30/2026 |
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.