Firms by custodian
Registered investment advisers that custody at Comerica Bank
2 SEC-registered advisers report Comerica Bank as a custodian holding 10% or more of separately managed account assets in Form ADV Schedule D, Section 5.K.(3). Listed by regulatory assets under management.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Asb Capital ManagementCRD 110995 | Bethesda, MD | $36.68B | 33 | 83 |
| Yousif Capital ManagementCRD 312511 | Bloomfield Hills, MI | $14.73B | 8 | 444 |
Asb Capital ManagementCRD 110995$36.68B
- Headquarters
- Bethesda, MD
- Advisory staff
- 33
- Clients
- 83
Yousif Capital ManagementCRD 312511$14.73B
- Headquarters
- Bloomfield Hills, MI
- Advisory staff
- 8
- Clients
- 444
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Comerica Bank here says only what the filing says, and implies nothing about either firm's service.