Firms by custodian
Registered investment advisers that custody at Reliance Trust
2 SEC-registered advisers report Reliance Trust 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 |
|---|---|---|---|---|
| Chevy Chase TrustCRD 110742 | Bethesda, MD | $44.93B | 42 | 1,245 |
| Stancorp Investment AdvisersCRD 110228 | Portland, OR | $34.50B | 12 | 96,128 |
Chevy Chase TrustCRD 110742$44.93B
- Headquarters
- Bethesda, MD
- Advisory staff
- 42
- Clients
- 1,245
Stancorp Investment AdvisersCRD 110228$34.50B
- Headquarters
- Portland, OR
- Advisory staff
- 12
- Clients
- 96,128
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 Reliance Trust here says only what the filing says, and implies nothing about either firm's service.