The Standard
$554M reported client assets across 5 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported The Standard 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: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Human Investing, Llc | $305M | $2.2B | 13.7% | 03/26/2026 |
| Navigate Financial Llc | $174M | $338M | 51.6% | 01/30/2026 |
| Preisz Associates, Inc. | $62.9M | $702M | 9.0% | 03/27/2026 |
| Kerberrose Wealth Management, Llc | $11.5M | $1.2B | 1.0% | 03/02/2026 |
| Borabond, Llc | $83.1K | $83.1K | 100.0% | 01/30/2026 |
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.