Firms by custodian
Registered investment advisers that custody at Inspira Financial Trust
Search the full directory by firm name, city, state, CRD number or custodian.
8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Natwest Bank PLC (Uk) | London | $1.06B |
| Argos Wealth Advisors | $1.04B | |
| Theorem Partners | New York, NY | $1.03B |
| RiskBridge Advisors | Norwalk, CT | $898M |
| Strategic Income Group | Chandler, AZ | $362M |
| Capital IP Investment Partners | $163M | |
| Bison Investment Advisors | The Woodlands, TX | $158M |
| Goldman Wealth Management & Associates | San Diego, CA | $120M |
- Headquarters
- London
- Regulatory AUM
- $1.06B
- Headquarters
- Regulatory AUM
- $1.04B
- Headquarters
- New York, NY
- Regulatory AUM
- $1.03B
- Headquarters
- Norwalk, CT
- Regulatory AUM
- $898M
- Headquarters
- Chandler, AZ
- Regulatory AUM
- $362M
- Headquarters
- Regulatory AUM
- $163M
- Headquarters
- The Woodlands, TX
- Regulatory AUM
- $158M
- Headquarters
- San Diego, CA
- Regulatory AUM
- $120M
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 Inspira Financial Trust here says only what the filing says, and implies nothing about either firm's service.