Counsel Trust Company
$5.3M reported client assets across 1 advisory firms in FY2021 annual amendments
Reported client assets over time
$5.3M
$9.9M
2020
2021
Same-firm comparison: 1 firms that reported Counsel 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Emstone Advisers, Llc | $5.3M | $34.2M | 15.4% | 03/25/2022 |
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.