|
⚲
|
| Absher Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 304642 |
| SEC # | 801-117177 |
| CIK # | 0001802534 |
| AUM | $1.3 B (2026-05-20) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 919-283-2340 |
| Address | 1450 Raleigh Road, Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802534 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| M&T Bank Corp | 45.5 | ||
| Emerson Electric Co | 42.8 | ||
| Automatic Data Processing Inc | 42.1 | ||
| PepsiCo Inc | 39.8 | ||
| Visa Inc | 38.3 | ||
| Analog Devices Inc | 37.2 | ||
| Microsoft Corp | 36.5 | ||
| Johnson & Johnson | 35.8 | ||
| Lincoln Electric Holdings Inc | 35.3 | ||
| Abbott Laboratories | 34.2 | ||
| Deere & Co | 32.0 | ||
| Fastenal Co | 31.2 | ||
| J P Morgan Chase & Co | 30.4 | ||
| Wal Mart Stores Inc | 29.2 | ||
| Snap-On Inc | 28.6 | ||
| Alphabet Inc | 27.0 | ||
| Nike Inc | 26.4 | ||
| Polo Ralph Lauren Corp | 26.4 | ||
| Amgen Inc | 26.4 | ||
| Costco Wholesale Corp /NEW | 25.9 | ||
| Boeing Co | 24.7 | ||
| Chevron Corp | 24.6 | ||
| Starbucks Corp | 24.5 | ||
| Apple Inc | 21.3 | ||
| McDonalds Corp | 18.6 | ||
| Intuit Inc | 2.9 | ||
| Lowes Companies Inc | 2.8 | ||
| Cummins Inc | 2.6 | ||
| Zimmer Holdings Inc | 2.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 288 | 83.1 |
| (b) Individuals (high net worth individuals) | 377 | 1,131.6 |
| (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 | 10 | 12.9 |
| (h) Charitable organizations | 9 | 30.7 |
| (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 | 7 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,468 | 1,260.9 |
| By Discretionary | ||
| Discretionary | 1,763 | 1,167.5 |
| Non-Discretionary | 705 | 93.4 |
| Total | 2,468 | 1,260.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,260.9 | |
| Total | 2,468 | 1,260.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802534] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Council LLC
✚
|
MD | 1.3 |
|
Palisade Asset Management LLC
✚
|
MN | 1.3 |
|
Lexaurum Advisors LLC
✚
|
KS | 1.3 |
|
Managed Asset Portfolios LLC
✚
|
MI | 1.3 |
|
Wealthshield Partners LLC
✚
|
NC | 1.3 |
|
Montis Financial LLC
✚
|
MA | 1.3 |
|
Heritage Capital Advisors LLC
✚
|
1.3 | |
|
One Wealth Advisors LLC
✚
|
CA | 1.3 |
|
Fishman Jay A Ltd
✚
|
MI | 1.3 |
|
O'Hagan Group Inc
✚
|
PA | 1.2 |