Firms by custodian

Registered investment advisers that custody at SEI Private Trust / SEI Investments Distribution

5 SEC-registered advisers report SEI Private Trust / SEI Investments Distribution 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.

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5 firms listed

Firm	Headquarters	Regulatory AUM
Veery Capital	West Chester, PA	$971M
Bco Wealth Management	Carlsbad, NM	$360M
Turning Point Benefit Group	Frederick, MD	$339M
Antoine Williams & Associates Wealth Management	Shelburne, VT	$319M
Delaware Avenue Wealth Planners	Wilmington, DE	$256M

Veery Capital

Headquarters: West Chester, PA
Regulatory AUM: $971M

Bco Wealth Management

Headquarters: Carlsbad, NM
Regulatory AUM: $360M

Turning Point Benefit Group

Headquarters: Frederick, MD
Regulatory AUM: $339M

Antoine Williams & Associates Wealth Management

Headquarters: Shelburne, VT
Regulatory AUM: $319M

Delaware Avenue Wealth Planners

Headquarters: Wilmington, DE
Regulatory AUM: $256M

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 SEI Private Trust / SEI Investments Distribution here says only what the filing says, and implies nothing about either firm's service.