Firms by custodian
Registered investment advisers that custody at PNC Bank National Association
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Ancora Advisors | Mayfield Heights, OH | $4.61B |
| Oak Associates | Akron, OH | $1.78B |
| Raven Credit Capital Management | New York, NY | $1.46B |
| NorthStar Asset Management | Blue Bell, PA | $660M |
| Winslow Asset Management | Beachwood, OH | $627M |
| Decatur Capital Management | Decatur, GA | $254M |
- Headquarters
- Mayfield Heights, OH
- Regulatory AUM
- $4.61B
- Headquarters
- Akron, OH
- Regulatory AUM
- $1.78B
- Headquarters
- New York, NY
- Regulatory AUM
- $1.46B
- Headquarters
- Blue Bell, PA
- Regulatory AUM
- $660M
- Headquarters
- Beachwood, OH
- Regulatory AUM
- $627M
- Headquarters
- Decatur, GA
- Regulatory AUM
- $254M
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 PNC Bank National Association here says only what the filing says, and implies nothing about either firm's service.