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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
4 firms manage $6.1B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Barksdale Investment ManagementNashville, TN | TN | $3.0B | −17% | 54 | $56M | 8 | Morgan Stanley; BNY; Amalgamated Bank; Bank | – | |
| 23650 Reit Investment Management LLCMiami, FL | FL | $2.4B | −13% | 12 | $203M | 8 | Bank; Wells Fargo | – | |
| 3GFO Advisory Services, LLCGreenwich, CT | CT | $351M | +21% | 10 | $35M | 0 | Argent Institutional Trust; Bank | Truist Investment Services; Truist Investment Services, Inc.; Truist Securities, Inc. | |
| 4Cresalta Investment Management, Inc.Greenwood Village, CO | – | CO | $323M | – | 3 | $108M | 4 | Bank | – |