Firms by custodian
Registered investment advisers that custody at US Bancorp
2 SEC-registered advisers report US Bancorp 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 |
|---|---|---|---|---|
| Capital Advisors GroupCRD 112000 | Boston, MA | $23.03B | 20 | 236 |
| Atlanta Consulting Group AdvisorsCRD 288169 | Atlanta, GA | $14.70B | 10 | 364 |
Capital Advisors GroupCRD 112000$23.03B
- Headquarters
- Boston, MA
- Advisory staff
- 20
- Clients
- 236
Atlanta Consulting Group AdvisorsCRD 288169$14.70B
- Headquarters
- Atlanta, GA
- Advisory staff
- 10
- Clients
- 364
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 US Bancorp here says only what the filing says, and implies nothing about either firm's service.