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| Act Advisors LLC
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|---|---|
| CRD # | 173120 |
| SEC # | 801-80418 |
| CIK # | 0001842554 |
| AUM | 498.9 M (2026-03-30) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 828-398-2802 |
| Address | 521 College Street Asheville, NC 28801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Nvidia Corp | 1.8 | ||
| Broadcom Inc | 1.8 | ||
| Microsoft Corp | 1.6 | ||
| Coca Cola Co | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 145.6 |
| (b) Individuals (high net worth individuals) | 128 | 336.0 |
| (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 | 0.6 |
| (h) Charitable organizations | 2 | 1.0 |
| (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 | 5 | 15.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,089 | 498.9 |
| By Discretionary | ||
| Discretionary | 1,089 | 498.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,089 | 498.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 498.9 | |
| Total | 1,089 | 498.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842554] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 25 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HC Advisors LLC
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|
GA | 500.2 M |
|
Private Wealth Solutions LLC
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|
CA | 500.0 M |
|
Kahn Brothers Advisors LLC
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NY | 498.6 M |
|
Jackson Financial Services LLC
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SC | 498.1 M |
|
Pitzl Financial LLC
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MN | 498.0 M |
|
Socorro Asset Management LP
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TX | 497.9 M |
|
William Madison Advisors Inc
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TX | 497.7 M |
|
Peavine Capital LLC
✚
|
496.3 M | |
|
Alexander Investment Services Co
✚
|
KY | 496.3 M |
|
Rench Wealth Management Inc
✚
|
TX | 495.9 M |