Firms by custodian
Registered investment advisers that custody at Wilmington Trust Investment Management
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| DT Investment Partners | Chadds Ford, PA | $1.91B |
| Corbyn Investment Management | Lutherville, MD | $1.01B |
| HZ Investments | Chevy Chase, MD | $591M |
| Walter C. Flower & Co. | New Orleans, LA | $591M |
| Osprey Private Wealth | New York, NY | $448M |
| Peirce Park Group | West Chester, PA | $316M |
- Headquarters
- Chadds Ford, PA
- Regulatory AUM
- $1.91B
- Headquarters
- Lutherville, MD
- Regulatory AUM
- $1.01B
- Headquarters
- Chevy Chase, MD
- Regulatory AUM
- $591M
- Headquarters
- New Orleans, LA
- Regulatory AUM
- $591M
- Headquarters
- New York, NY
- Regulatory AUM
- $448M
- Headquarters
- West Chester, PA
- Regulatory AUM
- $316M
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 Wilmington Trust Investment Management here says only what the filing says, and implies nothing about either firm's service.