|
⚲
|
| Keyboard |
| AA Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 119829 |
| SEC # | 801-125806 |
| CIK # | 0002016899 |
| AUM | 1,418.6 M (2026-06-08) |
| Employees | 29 (34% Investors, 34% Brokers) |
| Phone | 614-442-3355 |
| Address | 150 E Broad St Columbus, OH 43215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 10.8 | ||
| Tesla Motors Inc | 10.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 755 | 340.9 |
| (b) Individuals (high net worth individuals) | 189 | 1,037.3 |
| (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 | 1 | 2.5 |
| (h) Charitable organizations | 7 | 8.9 |
| (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 | 16 | 28.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,817 | 1,418.6 |
| By Discretionary | ||
| Discretionary | 2,357 | 1,220.2 |
| Non-Discretionary | 460 | 198.4 |
| Total | 2,817 | 1,418.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,418.6 | |
| Total | 2,817 | 1,418.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002016899] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 50 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
True Private Wealth Advisors LLC
✚
|
OR | 1,426.8 M |
|
Nottingham Advisors Inc
✚
|
NY | 1,426.1 M |
|
The Edgar Lomax Company
✚
|
VA | 1,424.0 M |
|
Ironsides Asset Advisors LLC
✚
|
NC | 1,423.9 M |
|
MBL Wealth LLC
✚
|
NC | 1,422.9 M |
|
Revolve Wealth Partners LLC
✚
|
NJ | 1,421.9 M |
|
Fourstar Wealth Advisors LLC
✚
|
IL | 1,420.7 M |
|
Virtus Advisers LLC
✚
|
CT | 1,418.6 M |
|
V-Square Quantitative Management LLC
✚
|
IL | 1,416.6 M |
|
GPS Wealth Strategies Group LLC
✚
|
CO | 1,415.5 M |