Fundsmith reports $1.0B in regulatory AUM; 18 firms show changes

Fundsmith Partners US LLC reported $1.0B in regulatory AUM in its 10/19/2026 filing, up from $435.3M in its 08/05/2026 filing. That is the largest exact dollar increase among the four firms highlighted in the comparison summary. The figures are reported amounts in Form ADV, not asset flows; the observation date does not establish when assets changed.

Two firms’ earlier filings listed $0 in regulatory AUM. Ellis Wealth Advisors, LLC reported $155.0M in its 10/19/2026 filing, compared with $0 in its 07/14/2026 filing. Velara Wealth Management Inc. reported $58.5M on 10/19/2026, compared with $0 on 06/25/2026. With no starting amount, a percentage increase cannot meaningfully be calculated.

Asa Asset Management LLC reported $164.6M in regulatory AUM in its 10/19/2026 filing, compared with $47.6M in its 06/15/2026 filing. Arrowroot Family Office, LLC reported $498.5M on 10/19/2026, versus $430.7M on 03/30/2026. These are differences between amounts in the latest and earlier filings; the records do not establish asset flows or explain the differences.

The complete cohort consists of 18 firms with comparable, exact reported regulatory AUM differences observed on 10/20/2026. That date is when the comparisons were observed, not a claim that the firms filed on that date.

All firms with verified reported regulatory AUM changes

Complete qualifying firm list for observations Oct 20, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 1 comparison without two exact reported amounts is excluded.