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| ARS Wealth Advisors Group LLC
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|---|---|
| CRD # | 314882 |
| SEC # | 801-121501 |
| CIK # | 0001843747, 0001886707 |
| AUM | $1.3 BB (2024-08-22) |
| Employees | 24 (54% Investors, 0% Brokers) |
| Phone | 727-322-7681 |
| Address | 111 Second Avenue NE St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 37.5 | |
| MSFT | 1,918,222.4 | 36.5 | |
| AMZN | 1,092,997.8 | 29.9 | |
| AVGO | 201,282.9 | 29.0 | |
| JPM | 340,169.2 | 24.5 | |
| GOOG | 1,482,566.4 | 23.8 | |
| XOM | 385,508.3 | 23.0 | |
| PG | 338,108.9 | 19.8 | |
| MRK | 232,371.9 | 19.6 | |
| CVX | 294,604.1 | 17.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 584 | 335.7 |
| (b) Individuals (high net worth individuals) | 378 | 906.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 28.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,614 | 1,272.5 |
| By Discretionary | ||
| Discretionary | 2,614 | 1,272.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,614 | 1,272.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,272.5 | |
| Total | 2,614 | 1,272.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843747] | |
| 13F-HR | [0001886707] |
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|---|---|---|
|
Rodgers & Associates Ltd
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|
PA | 1.3 |
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Adell Harriman & Carpenter Inc
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|
TX | 1.3 |
|
Patton Albertson Miller Group LLC
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|
TN | 1.3 |
|
Dorchester Wealth Management Company
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1.3 | |
|
Bloom Advisors
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MI | 1.3 |
|
Blackhill Capital Inc
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NJ | 1.3 |
|
Telos Capital Management Inc
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CA | 1.3 |
|
Romano Brothers and Company
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IL | 1.2 |
|
Mill Capital Management LLC
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NC | 1.2 |
|
LGT Wealth Management US Limited
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1.2 |