|
⚲
|
| Keyboard |
| AFT Forsyth & Sober LLC
✚
|
|
|---|---|
| CRD # | 162858 |
| SEC # | 801-76925 |
| CIK # | 0000015696, 0001569656, 0001566801 |
| AUM | 368.5 M (2026-05-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-684-9218 |
| Address | 4355 Lynx Paw Trail Valrico, FL 33596 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000015696 0001569656 0001566801 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.3 | ||
| Apple Inc | 8.3 | ||
| Microsoft Corp | 8.1 | ||
| Palantir Technologies Inc | 7.8 | ||
| Broadcom Inc | 7.0 | ||
| Facebook Inc | 6.4 | ||
| KLA Tencor Corp | 5.8 | ||
| Arista Networks Inc | 5.3 | ||
| Goldman Sachs Group Inc | 5.3 | ||
| Alphabet Inc | 5.3 | ||
| McKesson Corp | 4.8 | ||
| HCA Holdings Inc | 4.6 | ||
| Oracle Corp | 4.2 | ||
| Wells Fargo & Co/MN | 4.1 | ||
| Netflix Inc | 4.0 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Conocophillips | 3.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 217.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 145.4 |
| (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 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 368.5 |
| By Discretionary | ||
| Discretionary | 22 | 39.6 |
| Non-Discretionary | 4 | 328.9 |
| Total | 26 | 368.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.5 | |
| Total | 26 | 368.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001566801] | |
| 13F-HR | [0001569656] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Orion Capital Management LLC
✚
|
CA | 370.9 M |
|
Helm Investment Management LLC
✚
|
CO | 370.8 M |
|
S & P Financial Inc
✚
|
OR | 370.6 M |
|
Catalyst Private Wealth LLC
✚
|
CA | 370.4 M |
|
Charbeth Advisory LLC
✚
|
370.0 M | |
|
Glassy Mountain Advisors Inc
✚
|
MD | 369.8 M |
|
Ruggaard & Associates LLC
✚
|
OH | 368.6 M |
|
Lee Johnson Capital Management LLC
✚
|
TX | 368.2 M |
|
T Anton Investment House Inc
✚
|
WI | 366.6 M |
|
Shira Ridge Wealth Management
✚
|
CA | 366.4 M |