Latest published
Capital Gains Advisory reports $1 million in AUM
Its Sept. 20 filing lists $1 million in regulatory AUM, compared with $0 in a filing dated Sept. 13.
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AUM Changes
Changes in reported regulatory AUM
Before-and-after Form ADV amounts, selected firm highlights and the complete qualifying firm list. Reported differences do not establish inflows, outflows or their causes.
FIRMS
35 firms show reported AUM changes in September 18–20 observations
ADP Strategic Plan Services and Research Affiliates feature among 35 firms with verified changes between reported Form ADV AUM amounts.
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