Commerce Trust Company
$2.3B reported client assets across 4 advisory firms in FY2021 annual amendments
Reported client assets over time
$1.5B
$2.3B
2017
2021
Same-firm comparison: 4 firms that reported Commerce Trust Company 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. 2017, 2018, 2019 are shown but partial — only FY2017: 3 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Argent Capital Management Llc | $2.0B | $3.6B | 55.3% | 03/06/2022 |
| Sunesis Advisors, Llc | $185M | $934M | 19.8% | 03/29/2022 |
| Clearbrook Investment Solutions Llc | $106M | $620M | 17.1% | 03/31/2022 |
| Agf Investments Llc | $18.0M | $1.9B | 1.0% | 02/28/2022 |
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.