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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.
3 firms manage $7.4B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Richmond Capital Management IncRichmond, VA | VA | $5.9B | −3.3% | 166 | $36M | 10 | Northern Trust; Truist Securities | – | |
| 2Oak City Investment ConsultingWake Forest, NC | NC | $1.4B | +13% | 46 | $31M | 3 | U.S. Bancorp; Regions Bank; Truist Securities; Fidelity; Commerce Bank | – | |
| 342 AM, LLCNew York, NY | – | NY | $52M | – | 3 | $17M | 5 | Truist Securities | – |