|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Accelerate Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 325859 |
| SEC # | 801-127772 |
| CIK # | 0002035216 |
| AUM | $242.8 M (2025-07-10) |
| Employees | 37 (70% Investors, 3% Brokers) |
| Phone | 888-439-7071 |
| Address | 120 Vantis Dr, Suite 330 Aliso Viejo, CA 92656 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002035216 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 3.4 | ||
| Apple Inc | 3.0 | ||
| Microsoft Corp | 2.8 | ||
| Nvidia Corp | 2.6 | ||
| Texas Pacific Land Corp | 1.9 | ||
| Facebook Inc | 1.2 | ||
| Exxon Mobil Corp | 1.0 | ||
| Kayne Anderson BDC Inc | 1.0 | ||
| Tesla Motors Inc | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 318 | 104.3 |
| (b) Individuals (high net worth individuals) | 41 | 95.7 |
| (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 | 541 | 15.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 10.4 |
| (n) Other | 9 | 17.0 |
| Total | 704 | 242.8 |
| By Discretionary | ||
| Discretionary | 652 | 209.3 |
| Non-Discretionary | 52 | 33.5 |
| Total | 704 | 242.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.8 | |
| Total | 704 | 242.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002035216] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sound Stewardship LLC
✚
|
KS | 0.2 |
|
One Advisory Partners LLC
✚
|
KS | 0.2 |
|
Core Capital Management and Research Inc
✚
|
TX | 0.2 |
|
Retirement Strategies Ltd
✚
|
OH | 0.2 |
|
Philip O Johnson & Company Ltd
✚
|
AZ | 0.2 |
|
PKS Investment Advisors LLC
✚
|
MD | 0.2 |
|
Saybrook Wealth Group Inc
✚
|
CT | 0.2 |
|
Elevation Capital Advisory LLC
✚
|
OR | 0.2 |
|
Koenig Investment Advisory LLC
✚
|
OR | 0.2 |
|
Legacy Investment Solutions LLC
✚
|
ID | 0.2 |