Milliman
$33.5M reported client assets across 1 advisory firms in FY2024 annual amendments
Reported client assets over time
$25.3M
$33.5M
2020
2024
Same-firm comparison: 1 firms that reported Milliman 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bac Capital Advisors Llc | $33.5M | $297M | 11.3% | 03/12/2025 |
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.