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··2 min read

Reported regulatory AUM: before and after

20firms with verified reported regulatory AUM changes

Previous reportLatest report

GULF INTERNATIONAL BANK (UK) LIMITED
$4.98B$8.03B
BARTHOLOMEW & COMPANY WEALTH MANAGEMENT, LLC
$0$1.92B
VISION ONE MANAGEMENT PARTNERS, LP
$184.67M$393.83M
AXIM PLANNING & WEALTH
$127.24M$39.29M

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.

FirmCRDPrevious reported regulatory AUM (USD)Latest reported regulatory AUM (USD)Change in reported regulatory AUM (USD)Change (%)Previous filingLatest filingObserved
Alpha Solutions Investment Advisors156541466,294,523 USD509,497,424 USD43,202,901 USD+9.27%08/04/202610/21/202610/22/2026
Axim Planning & Wealth319618127,235,713 USD39,291,824 USD-87,943,889 USD-69.12%10/02/202610/21/202610/22/2026
Bartholomew & Company Wealth Management, LLC3426800 USD1,918,438,126 USD1,918,438,126 USDNot applicable (previous AUM zero)07/01/202610/21/202610/22/2026
Bloch Private Wealth, LLC1441358,000,000 USD8,500,000 USD500,000 USD+6.25%02/18/202610/21/202610/22/2026
BOOTH-LAIRD Capital Management, LLC16501026,000,000 USD27,300,000 USD1,300,000 USD+5.00%03/30/202610/21/202610/22/2026
Breiter Wealth Management, LLC34244772,296,151 USD112,981,067 USD40,684,916 USD+56.28%10/14/202610/21/202610/22/2026
Capitalade3396340 USD202,053 USD202,053 USDNot applicable (previous AUM zero)08/03/202610/21/202610/22/2026
Crockett Wealth Management, Inc.3226847,000,000 USD8,750,000 USD1,750,000 USD+25.00%05/18/202610/21/202610/22/2026
Fat Cat Financial Advisor3427730 USD362,288 USD362,288 USDNot applicable (previous AUM zero)09/01/202610/21/202610/22/2026
Future Path Financial Planning3362962,000,000 USD2,300,000 USD300,000 USD+15.00%06/02/202610/21/202610/22/2026
Gulf International Bank (UK) Limited2816094,982,344,985 USD8,030,325,941 USD3,047,980,956 USD+61.18%03/25/202610/21/202610/22/2026
Life Planning Advisors LLC151292169,160,654 USD183,837,532 USD14,676,878 USD+8.68%03/25/202610/21/202610/22/2026
Marki Financial Services, LLC15640466,691,843 USD53,369,424 USD-13,322,419 USD-19.98%02/11/202610/21/202610/22/2026
New Harbor Financial Group, LLC155528820,929,255 USD845,662,916 USD24,733,661 USD+3.01%07/27/202610/21/202610/22/2026
Patterson Partners Ltd.30585931,484,085 USD36,014,193 USD4,530,108 USD+14.39%09/30/202510/21/202610/22/2026
Rimac3297607,581,793 USD21,733,103 USD14,151,310 USD+186.65%02/12/202610/21/202610/22/2026
Spark Wealth Advisors32292224,570,201 USD26,880,617 USD2,310,416 USD+9.40%09/08/202610/21/202610/22/2026
The Viable Group, Inc.14326660,000,000 USD37,000,000 USD-23,000,000 USD-38.33%04/27/202610/21/202610/22/2026
Vision One Management Partners, LP316551184,670,372 USD393,825,412 USD209,155,040 USD+113.26%03/30/202610/21/202610/22/2026
Young Financial Planning3394530 USD4,250,000 USD4,250,000 USDNot applicable (previous AUM zero)02/11/202610/21/202610/22/2026

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