Truist
ATLANTA, GA
Public provider identity · CRD 283390
OCC-Regulated Banking Institution
This provider’s OCIO business is offered through a banking institution regulated by the Office of the Comptroller of the Currency (OCC), rather than through an SEC-registered investment adviser that files Form ADV. Because comparable Form ADV data is not available, this directory shows provider identity information only.
Why Banking Institutions Are Different
Banks regulated by the OCC have different reporting requirements for investment management activities. OCIO services may be provided through trust departments, wealth management divisions, or affiliated entities with varying levels of public disclosure, making specific OCIO business metrics difficult to isolate from broader banking operations.
Banking Institution Profile
We continue to monitor regulatory filings and public disclosures for updates on this institution’s OCIO services.