AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.3 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 100% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | $67.7 | 283390 | |
| STERLING CAPITAL MANAGEMENT LLC | $66.2 | 135405 | |
| PRECEPT ADVISORY GROUP LLC | $5.0 | 152776 | |
| TRUIST BANK | $0.0 | trust company | - |
| TRUIST SECURITIES, INC. | $0.0 | broker-dealer | 6271 |
| P.J. ROBB VARIABLE, LLC | $0.0 | broker-dealer | 38339 |
| CRUMP LIFE INSURANCE SERVICES, LLC | $0.0 | - | |
| STERLING CAPITAL (CAYMAN) LIMITED | $0.0 | - | |
| MCGRIFF INSURANCE SERVICES, LLC | $0.0 | - | |
| TRUIST DELAWARE TRUST COMPANY | $0.0 | trust company | - |
| TRUIST INVESTMENT SERVICES, INC. | $0.0 | broker-dealer | 17499 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.3 | $0.0 | 0% | 10 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 10 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 13% | 11 | -1 | -9% |
| 2023-04-04 | $0.2 | $0.1 | 24% | 11 | -1 | -9% |
| 2022-04-01 | $0.2 | $0.1 | 25% | 11 | -1 | -9% |
| 2021-04-05 | $0.2 | $0.1 | 38% | 9 | 1 | 11% |
| 2020-04-01 | $0.2 | $0.1 | 30% | 9 | 1 | 11% |
| 2019-04-01 | $0.2 | $0.1 | 25% | 8 | 2 | 25% |
| 2018-04-02 | $0.3 | $0.0 | 8% | 5 | 5 | 100% |
| 2017-04-01 | $7.9 | -$7.6 | -96% | 160 | -150 | -94% |
| 2016-04-01 | $8.6 | -$8.4 | -97% | 170 | -160 | -94% |
| 2015-04-01 | $9.8 | -$9.5 | -97% | 173 | -163 | -94% |
| 2014-04-01 | $11.7 | -$11.4 | -98% | 230 | -220 | -96% |
| 2013-04-01 | $15.1 | -$14.8 | -98% | 284 | -274 | -96% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CT, CT-08/10/1999, DE-04/08/2005, FL-01/03/2000, GA-04/01/2002, NY-06/16/2003 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV