Truist Financial Corp
$1.7B reported client assets across 5 advisory firms in FY2022 annual amendments
Reported client assets over time
$163M
$763M
2019
2022
Same-firm comparison: 2 firms that reported Truist Financial Corp in both FY2021 and FY2022 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 is shown but partial — only FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Highland Capital Management, Llc | $569M | $3.1B | 18.4% | 03/31/2023 |
| Logan Capital Management, Inc. | $494M | $2.3B | 21.9% | 03/30/2023 |
| Blue Vista Capital, Llc | $414M | $2.3B | 18.1% | 03/30/2023 |
| The Edgar Lomax Company | $193M | $1.8B | 11.0% | 03/31/2023 |
| N | $243K | $1.1B | 0.0% | 03/24/2023 |
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.