AUM CHANGES
Gulf International Bank reports $8.0B in regulatory AUM; 20 firms show changes
Gulf International Bank’s latest Form ADV reported $8.0B in regulatory AUM, versus $5.0B in an earlier filing. Twenty firms had comparable reported regulatory AUM differences observed Oct. 22, 2026.
By Claire Bennett·Edition ·2 min read
20firms with verified reported regulatory AUM changes
Previous reportLatest report
- GULF INTERNATIONAL BANK (UK) LIMITED
- BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC
- VISION ONE MANAGEMENT PARTNERS, LP
- AXIM PLANNING & WEALTH
Bars are scaled within each firm. Selected largest dollar changes · all qualifying firms in the article table. Reported differences do not measure asset flows.
Gulf International Bank (UK) Limited reported $8.0B in regulatory AUM in its latest Form ADV, filed Oct. 21, 2026, compared with $5.0B in an earlier filing dated March 25, 2026. The reported difference was an increase of $3.0B. These are filing amounts, not evidence of asset flows or changes occurring on the observation date.
Bartholomew & Company Wealth Management, LLC reported $1.9B in its latest filing, dated Oct. 21, 2026. Its earlier filing, dated July 1, 2026, listed $0 in regulatory AUM. The comparison is between the reported amounts; a zero starting amount does not provide a basis for a meaningful percentage growth rate.
Vision One Management Partners, LP reported $393.8M in regulatory AUM in its latest filing, compared with $184.7M in an earlier filing. The latest filing was dated Oct. 21, 2026; the earlier one was dated March 30, 2026. The reported amounts differ by $209.2M.
Axim Planning & Wealth reported $39,291,824 in its latest filing, dated Oct. 21, 2026, down from $127.2M in a filing dated Oct. 2, 2026. The reported regulatory AUM difference was -$87.9M. This comparison describes reported filing amounts, not a measured movement of assets.
The complete cohort comprises 20 firms with comparable, exact reported regulatory AUM differences observed Oct. 22, 2026. That is the date the comparisons were observed, not a claim that every firm filed that day or that the reported differences occurred then. Regulatory AUM figures in Form ADV are not necessarily a firm’s total AUM.
All firms with verified reported regulatory AUM changes
Complete qualifying firm list for observations Oct 22, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 4 comparisons without two exact reported amounts are excluded.
| Firm | CRD | Previous reported regulatory AUM (USD) | Latest reported regulatory AUM (USD) | Change in reported regulatory AUM (USD) | Change (%) | Previous filing | Latest filing | Observed |
|---|---|---|---|---|---|---|---|---|
| Alpha Solutions Investment Advisors | 156541 | 466,294,523 USD | 509,497,424 USD | 43,202,901 USD | +9.27% | 08/04/2026 | 10/21/2026 | 10/22/2026 |
| Axim Planning & Wealth | 319618 | 127,235,713 USD | 39,291,824 USD | -87,943,889 USD | -69.12% | 10/02/2026 | 10/21/2026 | 10/22/2026 |
| Bartholomew & Company Wealth Management, LLC | 342680 | 0 USD | 1,918,438,126 USD | 1,918,438,126 USD | Not applicable (previous AUM zero) | 07/01/2026 | 10/21/2026 | 10/22/2026 |
| Bloch Private Wealth, LLC | 144135 | 8,000,000 USD | 8,500,000 USD | 500,000 USD | +6.25% | 02/18/2026 | 10/21/2026 | 10/22/2026 |
| BOOTH-LAIRD Capital Management, LLC | 165010 | 26,000,000 USD | 27,300,000 USD | 1,300,000 USD | +5.00% | 03/30/2026 | 10/21/2026 | 10/22/2026 |
| Breiter Wealth Management, LLC | 342447 | 72,296,151 USD | 112,981,067 USD | 40,684,916 USD | +56.28% | 10/14/2026 | 10/21/2026 | 10/22/2026 |
| Capitalade | 339634 | 0 USD | 202,053 USD | 202,053 USD | Not applicable (previous AUM zero) | 08/03/2026 | 10/21/2026 | 10/22/2026 |
| Crockett Wealth Management, Inc. | 322684 | 7,000,000 USD | 8,750,000 USD | 1,750,000 USD | +25.00% | 05/18/2026 | 10/21/2026 | 10/22/2026 |
| Fat Cat Financial Advisor | 342773 | 0 USD | 362,288 USD | 362,288 USD | Not applicable (previous AUM zero) | 09/01/2026 | 10/21/2026 | 10/22/2026 |
| Future Path Financial Planning | 336296 | 2,000,000 USD | 2,300,000 USD | 300,000 USD | +15.00% | 06/02/2026 | 10/21/2026 | 10/22/2026 |
| Gulf International Bank (UK) Limited | 281609 | 4,982,344,985 USD | 8,030,325,941 USD | 3,047,980,956 USD | +61.18% | 03/25/2026 | 10/21/2026 | 10/22/2026 |
| Life Planning Advisors LLC | 151292 | 169,160,654 USD | 183,837,532 USD | 14,676,878 USD | +8.68% | 03/25/2026 | 10/21/2026 | 10/22/2026 |
| Marki Financial Services, LLC | 156404 | 66,691,843 USD | 53,369,424 USD | -13,322,419 USD | -19.98% | 02/11/2026 | 10/21/2026 | 10/22/2026 |
| New Harbor Financial Group, LLC | 155528 | 820,929,255 USD | 845,662,916 USD | 24,733,661 USD | +3.01% | 07/27/2026 | 10/21/2026 | 10/22/2026 |
| Patterson Partners Ltd. | 305859 | 31,484,085 USD | 36,014,193 USD | 4,530,108 USD | +14.39% | 09/30/2025 | 10/21/2026 | 10/22/2026 |
| Rimac | 329760 | 7,581,793 USD | 21,733,103 USD | 14,151,310 USD | +186.65% | 02/12/2026 | 10/21/2026 | 10/22/2026 |
| Spark Wealth Advisors | 322922 | 24,570,201 USD | 26,880,617 USD | 2,310,416 USD | +9.40% | 09/08/2026 | 10/21/2026 | 10/22/2026 |
| The Viable Group, Inc. | 143266 | 60,000,000 USD | 37,000,000 USD | -23,000,000 USD | -38.33% | 04/27/2026 | 10/21/2026 | 10/22/2026 |
| Vision One Management Partners, LP | 316551 | 184,670,372 USD | 393,825,412 USD | 209,155,040 USD | +113.26% | 03/30/2026 | 10/21/2026 | 10/22/2026 |
| Young Financial Planning | 339453 | 0 USD | 4,250,000 USD | 4,250,000 USD | Not applicable (previous AUM zero) | 02/11/2026 | 10/21/2026 | 10/22/2026 |