AF Advisors Inc

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Assets, Funds, Holdings

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AF Advisors Inc
CRD #149683
SEC #801-114137
CIK #0001818044
AUM $737.1 M (2025-03-11)
Employees 2 (100% Investors, 0% Brokers)
Phone916-333-5989
Address3508 Cody Way
Sacramento, CA 95864
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
80064048032016002007201320192026
CIK Period
0001818044
Sector Form 13F Holdings Value ($M)
Fair Isaac Corp 255.6
Wells Fargo & Co/MN 2.6
Nvidia Corp 0.9
Caterpillar Inc 0.8
Amazon Com Inc 0.6
Chevron Corp 0.6
Tesla Motors Inc 0.4
Apple Inc 0.4
Capital One Financial Corp 0.3
Microsoft Corp 0.3
Clorox Co /DE/ 0.2
3M Co 0.2
Facebook Inc 0.2
AT&T Inc 0.2
Westamerica Bancorporation 0.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 12 2.2
(b) Individuals (high net worth individuals) 24 731.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 3.2
(h) Charitable organizations 1 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 99 737.1
By Discretionary
Discretionary 98 736.8
Non-Discretionary 1 0.3
Total 99 737.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 737.1
Total 99 737.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001818044]
Comparable Firms State AUM ($B)
Lynch & Associates Inc
IN 0.7
Optas LLC
TX 0.7
Bridgewealth Advisory Group LLC
CA 0.7
BCG Securities Inc
NJ 0.7
Advanced Asset Management Advisors Inc
OH 0.7
Scott Capital Partners LLP
0.7
3Chopt Investment Partners LLC
VA 0.7
Vance Wealth Inc
CA 0.7
American Money Management LLC
CA 0.7
Smith Thornton Advisors LLC
AL 0.7
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