Nationwide Advisory Solutions
$111M reported client assets across 6 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 5 firms that reported Nationwide Advisory Solutions in both FY2023 and FY2024 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. 2020, 2021, 2022 are shown but partial — only FY2020: 1 cohort firms, FY2021: 2 cohort firms, FY2022: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Keystone Financial Planning, Inc | $46.0M | $377M | 12.2% | 03/07/2025 |
| Pom Investment Strategies, Llc | $32.3M | $214M | 15.1% | 02/19/2025 |
| Cpr Investments Inc | $25.8M | $213M | 12.1% | 03/01/2025 |
| Gradient Investments, Llc | $3.2M | $6.5B | 0.0% | 02/25/2025 |
| Core Alpha, Inc. | $3.1M | $113M | 2.7% | 01/30/2025 |
| Colomb Investment Management Company, Llc | $600K | $2.0M | 30.0% | 03/28/2025 |
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.