Investment adviser · CRD 106556
EXETER TRUST CORP
Investment adviser filing (IA)
CABIN JOHN, MD, United States · Form ADV filed Oct 26, 2018
- Regulatory AUM
- $26M Form ADV · Item 5.F
- Client accounts
- 49 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 42 | $20,000,000 | 76.9% |
| High-net-worth individuals | 7 | $6,000,000 | 23.1% |
Filing source
Form ADV 1248217 · Oct 26, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 26, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
7945 MACARTHUR BLVD., SUITE 218CABIN JOHN, MD, 20818, United States
CRD 106556
Filing source
Form ADV 1248217 · Oct 26, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.