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| Keyboard |
| 25 LLC
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|---|---|
| CRD # | 317916 |
| SEC # | 801-123213 |
| CIK # | 0001968777 |
| AUM | 545.0 M (2026-05-19) |
| Employees | 19 (42% Investors, 21% Brokers) |
| Phone | 314-530-2858 |
| Address | 135 West Adams Avenue Saint Louis, MO 63122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| Alphabet Inc | 3.2 | ||
| Nvidia Corp | 2.1 | ||
| Amazon Com Inc | 1.5 | ||
| Microsoft Corp | 1.3 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 66.0 |
| (b) Individuals (high net worth individuals) | 250 | 478.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,075 | 545.0 |
| By Discretionary | ||
| Discretionary | 2,400 | 492.0 |
| Non-Discretionary | 675 | 53.0 |
| Total | 3,075 | 545.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 545.0 | |
| Total | 3,075 | 545.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001968777] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 25 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Byrne Financial Freedom LLC
✚
|
MA | 546.4 M |
|
MACH-1 Financial Group LLC
✚
|
AR | 546.3 M |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 546.0 M |
|
Whitegate Investment Counselors Inc
✚
|
NH | 545.4 M |
|
RL Evans Co Inc
✚
|
WA | 545.0 M |
|
Selby Wealth Management LLC
✚
|
CA | 544.8 M |
|
Sierra Ocean LLC
✚
|
CA | 544.6 M |
|
Goodreid Investment Counsel Corp
✚
|
544.1 M | |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 543.5 M |
|
Marion Wealth Management LLC
✚
|
PA | 543.4 M |