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Day brief
Daily advisory tracking recorded a net flow of -$655.2M on August 27, 2026, as deregistrations outweighed positive asset additions. Expanding firms added $1B in regulatory AUM, paced by VALEN PRIVATE CAPITAL, LLC. and EHLERS.
VALEN PRIVATE CAPITAL, LLC. topped the leaderboard with an increase of $482.6M, taking its regulatory AUM from $0 to $482.6M. EHLERS followed with a $416.2M bump (+13.1%) to reach $3.6B, while MANHATTAN WEALTH MANAGEMENT GROUP added $113.1M (+283%) to close at $153.1M.
Firm exits accounted for $1.7B in lost regulatory AUM across seven departures, led by CHARTER OAK CAPITAL MANAGEMENT representing $1.6B. Other notable exits included INNOVATIVE FAMILY OFFICE LLC with $65.8M and CATTON CAPITAL PARTNERS, LLC with $39.6M.
With no reporting firms suffering partial asset reductions, industry headcount shifted by a net loss of 5 advisors and 5 locations across 139 total events.
Also tracked: advisors -5 · locations -5
Top 3 AUM gains · $1B tracked across 4 firms
Top 0 AUM drops · $0 tracked across 0 firms
No large AUM drops cleared the bar today.
Top 0 by reported AUM · $0 entered · 0 of 8 new names had AUM
No new firms with reported AUM today.
Top 3 by last reported AUM · $1.7B left · 4 of 7 exits had AUM