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| Happy Holidays!! thanks for using AUM13F!! |
| Alsworth Capital Management LLC
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| CRD # | 281417 |
| SEC # | 801-113550 |
| CIK # | |
| AUM | $97.2 M (2025-03-14) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 607-973-2665 |
| Address | 4 West Market Street Corning, NY 14830 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 29.4 |
| (b) Individuals (high net worth individuals) | 43 | 58.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.6 |
| (h) Charitable organizations | 5 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 415 | 97.2 |
| By Discretionary | ||
| Discretionary | 415 | 97.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 415 | 97.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 96.5 | |
| Total | 415 | 97.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Park Avenue Investment Advisory LLC
✚
|
NY | 0.1 |
|
AUA Private Wealth Advisors LLC
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|
PA | 0.1 |
|
Abbondandolo Wealth Management Corp
✚
|
NY | 0.1 |
|
LPK Investment Group LLP
✚
|
NY | 0.1 |
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Sturman Wealth Advisors LLC
✚
|
VA | 0.1 |
|
Bluewater Wealth Advisors LLC
✚
|
AL | 0.1 |
|
Mussett Wealth Management LLC
✚
|
NY | 0.1 |
|
Henley & Company Wealth Management LLC
✚
|
NY | 0.1 |
|
Martin Capital Partners LLC
✚
|
OR | 0.1 |