REGULATORY AUM

Coolabah Capital Institutional Investments Pty Limited reported $13.9B in regulatory AUM; 20 firms had filing differences

A comparison observed September 23, 2026, identified 20 firms with reported regulatory AUM differences. Coolabah’s latest filing listed $13.9B, compared with $9.8B in an earlier filing.

By Maya Chen··3 min read

Reported AUM: before and after

20firms with verified AUM changes

Previous reportLatest report

COOLABAH CAPITAL INSTITUTIONAL INVESTMENTS PTY LIMITED
$9.80B$13.92B
CROWNSTONE ADVISORY & INVESTMENT CORP
$0$3.00B
BRAIDWELL LP
$4.98B$3.63B
RANGE ADVISORY, LLC
$653.95M$1.66B

Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.

Twenty firms had exact reported regulatory AUM differences in the comparison observed September 23, 2026. Among the detailed examples, Coolabah Capital Institutional Investments Pty Limited listed $13.9B in its latest filing, dated September 22, 2026, compared with $9.8B in a filing dated September 29, 2025. The difference between those reported amounts was $4.1B.

The comparison date is not an asset-movement date

September 23 is the date the comparisons were observed. It is separate from the filing dates, which vary among firms, and does not establish when any difference in reported AUM occurred. The figures compare regulatory AUM amounts in earlier and latest reports; they do not measure asset flows during the observation day or explain why the reported amounts differ.

The examples include a zero earlier amount and a decrease

Crownstone Advisory & Investment Corp. listed $0 in its May 27, 2026, filing and $3.0B in its September 22, 2026, filing. The earlier report provides no starting amount against which to calculate a percentage. Braidwell LP’s filings show a different direction: its September 22 report listed $3.6B, compared with $5.0B in its March 31 report. These are differences between amounts reported in the specified filings, not evidence of particular asset movements or their causes.

Other filing pairs show reported increases

Range Advisory, LLC listed $1.7B in its September 22, 2026, filing, compared with $653.9M in a July 17 filing. Atlas Infrastructure’s September 22 filing listed $2.3B, compared with $1.9B in its April 14 filing. The comparison for Future Capital is between $2.4B in its September 22 filing and $2.0B in a July 20 filing. Each pair reflects the amounts in those two reports, not a measurement of assets moving between their filing dates.

Together, the named examples include reported amounts that increased, one that decreased, and Crownstone’s earlier reported amount of zero. They are six examples from the 20-firm comparison, not the complete set of firms. The observation date applies to the comparison as a whole; it does not make the filing dates asset-valuation dates.

FirmEarlier reported regulatory AUMLatest reported regulatory AUMEarlier filingLatest filing
Coolabah Capital Institutional Investments Pty Limited$9.8B$13.9B09/29/202509/22/2026
Crownstone Advisory & Investment Corp.$0$3.0B05/27/202609/22/2026
Braidwell LP$5.0B$3.6B03/31/202609/22/2026
Range Advisory, LLC$653.9M$1.7B07/17/202609/22/2026
Atlas Infrastructure$1.9B$2.3B04/14/202609/22/2026
Future Capital$2.0B$2.4B07/20/202609/22/2026

Download data (CSV)

All firms with verified reported AUM changes

Complete qualifying firm list for observations Sep 23, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows.

Showing the first 10 of 20 rows.

FirmCRDPrevious reported AUM (USD)Latest reported AUM (USD)Change (USD)Change (%)Previous filingLatest filingObserved
212 Wealth Management Group, LLC3389800 USD24,300,000 USD24,300,000 USDNot applicable (previous AUM zero)06/07/202609/22/202609/23/2026
Atlas Infrastructure2885601,882,988,257 USD2,341,722,658 USD458,734,401 USD+24.36%04/14/202609/22/202609/23/2026
Braidwell LP3169884,984,953,442 USD3,632,464,658 USD-1,352,488,784 USD-27.13%03/31/202609/22/202609/23/2026
Castle Capital Management3432110 USD4,126,403 USD4,126,403 USDNot applicable (previous AUM zero)09/11/202609/22/202609/23/2026
Concurrent Wealth Management29356410,084,000 USD12,600,300 USD2,516,300 USD+24.95%12/17/202509/22/202609/23/2026
Coolabah Capital Institutional Investments Pty Limited3080209,800,952,164 USD13,921,660,270 USD4,120,708,106 USD+42.04%09/29/202509/22/202609/23/2026
Crafted Wealth Management28209062,060,034 USD81,188,265 USD19,128,231 USD+30.82%03/30/202609/22/202609/23/2026
Crownstone Advisory & Investment Corp.3399590 USD3,000,000,000 USD3,000,000,000 USDNot applicable (previous AUM zero)05/27/202609/22/202609/23/2026
EAGLE'S Crest Advisors, LLC33525265,336,093 USD125,918,243 USD60,582,150 USD+92.72%06/30/202609/22/202609/23/2026
Future Capital1190812,015,819,389 USD2,420,474,566 USD404,655,177 USD+20.07%07/20/202609/22/202609/23/2026
Show 10 more rows (20 total)
FirmCRDPrevious reported AUM (USD)Latest reported AUM (USD)Change (USD)Change (%)Previous filingLatest filingObserved
Harrington Investments, Inc.110790355,156,432 USD374,744,371 USD19,587,939 USD+5.52%09/24/202509/22/202609/23/2026
Integra Financial, Inc.113422123,404,680 USD138,979,102 USD15,574,422 USD+12.62%03/05/202609/22/202609/23/2026
Miller Wealth Management3422880 USD100,440,000 USD100,440,000 USDNot applicable (previous AUM zero)08/12/202609/22/202609/23/2026
MLC Asset Management US LLC3147382,767,620,000 USD2,806,466,350 USD38,846,350 USD+1.40%05/20/202609/22/202609/23/2026
PMC Wealth, LLC332215550,000 USD280,000 USD-270,000 USD-49.09%08/13/202609/22/202609/23/2026
Range Advisory, LLC321969653,945,567 USD1,660,387,374 USD1,006,441,807 USD+153.90%07/17/202609/22/202609/23/2026
Round Table Investment Strategies, LLC13949288,689,846 USD106,741,304 USD18,051,458 USD+20.35%09/10/202609/22/202609/23/2026
Stafford Capital Partners Inc.1714191,720,208,004 USD1,784,639,486 USD64,431,482 USD+3.75%09/25/202509/22/202609/23/2026
Trend Management, Inc.11384783,000,000 USD95,000,000 USD12,000,000 USD+14.46%06/05/202509/22/202609/23/2026
Tuttle Wealth Partners LLC33840675,143,579 USD104,235,867 USD29,092,288 USD+38.72%07/16/202609/22/202609/23/2026

Download data (CSV)

Sources