Hugo Calloway's share of assets with your firm went from 59% to 47%

Hugo Calloway · UHNW · 70+ · Minneapolis, MN · Advisor Marcus Oyelaran

Why it fired

Down 13 points in 90 days. Total assets: $51,367,342.

Rule: The home firm's share of total assets moves by 10 points or more within 90 days.

Share of assets with your firm

Evidence (9)

Reported balance
Aug 16, 2026 · Your Firm brokerage account
$16,119,002
Reported balance
Aug 16, 2026 · Your Firm IRA account
$4,443,516
Reported balance
Aug 16, 2026 · Your Firm trust account
$8,887,032
Transfer to Bank of America checking ••5565
Sep 16, 2026 · Your Firm brokerage account
−$175,730
Transfer to Morgan Stanley brokerage ••9531
Nov 13, 2026 · Your Firm brokerage account
−$6,695,200
Transfer from Your Firm brokerage ••9654
Nov 13, 2026 · Morgan Stanley brokerage account
+$6,695,200
Reported balance
Nov 14, 2026 · Your Firm brokerage account
$9,977,524
Reported balance
Nov 14, 2026 · Your Firm IRA account
$4,641,689
Reported balance
Nov 14, 2026 · Your Firm trust account
$9,283,378

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

“Hugo, I noticed some of your assets are now held elsewhere. I'd love to hear what prompted that, and whether there's anything we could do better.”

A prompt for a conversation, not financial advice.

Status: New