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| AGP Franklin LLC
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|---|---|
| CRD # | 331699 |
| SEC # | 801-130499 |
| CIK # | 0002056566 |
| AUM | $195.2 M (2025-07-14) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 615-778-9842 |
| Address | 3326 Aspen Grove Drive Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 13.3 | ||
| Nvidia Corp | 11.4 | ||
| Amazon Com Inc | 8.0 | ||
| J P Morgan Chase & Co | 6.6 | ||
| Microsoft Corp | 6.4 | ||
| Oracle Corp | 6.1 | ||
| Costco Wholesale Corp /NEW | 6.1 | ||
| Alphabet Inc | 4.9 | ||
| iShares Silver Trust | 4.9 | ||
| CrowdStrike Holdings Inc | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 327 | 81.7 |
| (b) Individuals (high net worth individuals) | 63 | 113.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 649 | 195.2 |
| By Discretionary | ||
| Discretionary | 566 | 178.1 |
| Non-Discretionary | 83 | 17.1 |
| Total | 649 | 195.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 194.3 | |
| Total | 649 | 195.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056566] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kingsman Wealth Management Inc
✚
|
FL | 0.2 |
|
Kelley Investments LLC
✚
|
0.2 | |
|
Draper Asset Management LLC
✚
|
NY | 0.2 |
|
Forbes Financial Planning Inc
✚
|
RI | 0.2 |
|
Barker Wealth Management LLC
✚
|
WA | 0.2 |
|
Griffith & Werner Inc
✚
|
GA | 0.2 |
|
Deseranno Corporation
✚
|
MI | 0.2 |
|
Echo45 Advisors LLC
✚
|
CA | 0.2 |
|
Aspirean Wealth LLC
✚
|
CA | 0.2 |
|
Financial Designs Wealth Management LLC
✚
|
FL | 0.2 |