National Bank Of Canada
$12.3B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported National Bank Of Canada 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. 2020, 2021, 2022, 2023 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms, FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Nicola Wealth Management Ltd. | $10.9B | $11.0B | 99.1% | 03/31/2026 |
| Gfi Investment Counsel Ltd. | $1.4B | $1.8B | 77.7% | 03/11/2026 |
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.