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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.
15 firms manage $47B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Yousif Capital Management, LLCBloomfield Hills, MI | MI | $15B | +5.4% | 444 | $33M | 8 | Comerica Bank | – | |
| 2Bricktown Capital, LLCDetroit, MI | MI | $12B | −0.8% | 28 | $417M | 33 | State Street; Comerica Bank; Northern Trust | – | |
| 3Performa Limited (US), LLCCharleston, SC | SC | $4.5B | +21% | 47 | $96M | 7 | Comerica Bank; State Street; Wilmington Trust; U.S. Bank | – | |
| 4Schwartz Investment Counsel IncPlymouth, MI | MI | $3.7B | +2.4% | 32 | $117M | 11 | Charles Schwab; Comerica Bank | – | |
| 5Checchi Capital Advisers, LLCBeverly Hills, CA | CA | $2.6B | +12% | 241 | $11M | 9 | Charles Schwab; Comerica Bank | – |
10 more firms match this screen.
Atlas shows every row, every column and ten years of assets for each firm, with exports, saved screens and alerts when firms change.