Byallaccounts
$38.1M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$28.5M
$38.1M
2023
2025
Same-firm comparison: 1 firms that reported Byallaccounts 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| F5 Financial Planning, L.L.C. | $38.1M | $169M | 22.6% | 03/17/2026 |
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.