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- Custodian
- Altruist · Pershing
- Clients
- Retail and Institutional
- Platforms
- Momentum zenithEmber insight +more
- Established Date
- 02-04-2009
- Office Locations
- 1
Office Locations
About Netherby Advisors LLC
Netherby Advisors provides discretionary financial planning and asset management for individuals, families, trusts, and estates, alongside institutional outsourcing for small- and mid-sized bank & trust companies, family offices, and RIAs. Through its AdvisorWorks platform, the firm delivers sub-advisory, OCIO, and defined contribution fiduciary/advisory support, including research, portfolio construction, risk management, rebalancing, reporting, and account aggregation—offering an institutional-quality investment solution without building an in-house team.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FREDERICK THIELCKE BUSK III
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #2303803
- Ownership
- 50% but less than 75%
THOMAS GRANT HOFFMAN
Chief Investment Officer
- CRD
- #1490707
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,417,482 | -- |
| Non-Discretionary | $323,000 | -- |
| Total | $18,740,482 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,740,482
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $845,736,797 | 17.2% |
| Equity - Exchange | $1,180,097,856 | 24.0% |
| Municipal Bonds | $1,504,624,766 | 30.6% |
| Cash | $1,386,614,980 | 28.2% |
| Total | $4,917,074,399 | 100.0% |