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| Happy Holidays!! thanks for using AUM13F!! |
| Advisor Resource Council
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| CRD # | 164109 |
| SEC # | 801-76667 |
| CIK # | 0001820879 |
| AUM | $3.0 B (2025-05-30) |
| Employees | 123 (66% Investors, 47% Brokers) |
| Phone | 972-421-1360 |
| Address | 15110 Dallas Parkway Dallas, TX 75248 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.0 | ||
| Apple Inc | 6.8 | ||
| SPDR Gold Trust | 3.8 | ||
| Nvidia Corp | 3.0 | ||
| Alphabet Inc | 2.4 | ||
| Sempra Energy | 1.8 | ||
| World Currency Gold Trust | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Broadcom Inc | 1.3 | ||
| Holdings by Sector ($M) |
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,144 | 1.7 |
| (b) Individuals (high net worth individuals) | 1,253 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 0.0 |
| (h) Charitable organizations | 37 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 67 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,622 | 3.0 |
| By Discretionary | ||
| Discretionary | 11,311 | 2.9 |
| Non-Discretionary | 311 | 0.1 |
| Total | 11,622 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 11,622 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001820879] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Equity Investment Corporation
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GA | 3.1 |
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Wealthcare Capital Management LLC
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VA | 3.0 |
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Steele Capital Management Inc
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IA | 3.0 |
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Frank Rimerman Advisors LLC
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CA | 3.0 |
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Bryn Mawr Capital Management LLC
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PA | 3.0 |
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Summitry LLC
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CA | 3.0 |
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New England Private Wealth Advisors LLC
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MA | 3.0 |
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Sovereign Investment Advisors LLC
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AZ | 3.0 |
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Colony Family Offices LLC
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NC | 3.0 |
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Sol Capital Management Co
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MD | 3.0 |