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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) |
|---|
| CIK | Period |
|---|---|
| 0001843747 0001886707 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 37.5 | |
| Microsoft Corp | 1,918,222.4 | 36.5 | |
| Amazon Com Inc | 1,092,997.8 | 29.9 | |
| Broadcom Inc | 201,282.9 | 29.0 | |
| J P Morgan Chase & Co | 340,169.2 | 24.5 | |
| Alphabet Inc | 1,482,566.4 | 23.8 | |
| Exxon Mobil Corp | 385,508.3 | 23.0 | |
| Procter & Gamble Co | 338,108.9 | 19.8 | |
| Merck & Co Inc | 232,371.9 | 19.6 | |
| Chevron Corp | 294,604.1 | 17.6 | |
| Johnson & Johnson | 465,600.2 | 16.7 | |
| PepsiCo Inc | 226,773.9 | 16.5 | |
| Honeywell International Inc | 119,775.0 | 16.5 | |
| Verizon Communications Inc | 211,914.0 | 15.5 | |
| SPDR Gold Trust | 15.0 | ||
| UnitedHealth Group Inc | 477,004.0 | 13.7 | |
| Duke Energy Corp | 81,378.5 | 13.6 | |
| Mastercard Inc | 309,583.1 | 13.3 | |
| Wal Mart Stores Inc | 335,434.5 | 11.4 | |
| Home Depot Inc | 277,648.0 | 10.7 | |
| iShares Silver Trust | 9.9 | ||
| Southern Co | 75,035.5 | 7.4 | |
| International Business Machines Corp | 127,593.9 | 7.3 | |
| Lockheed Martin Corp | 111,953.9 | 7.1 | |
| Cisco Systems Inc | 178,309.9 | 6.9 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 584 | 335.7 |
| (b) Individuals (high net worth individuals) | 378 | 906.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 28.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,614 | 1,272.5 |
| By Discretionary | ||
| Discretionary | 2,614 | 1,272.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,614 | 1,272.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,272.5 | |
| Total | 2,614 | 1,272.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843747] | |
| 13F-HR | [0001886707] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rodgers & Associates Ltd
✚
|
PA | 1.3 |
|
Adell Harriman & Carpenter Inc
✚
|
TX | 1.3 |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1.3 |
|
Dorchester Wealth Management Company
✚
|
1.3 | |
|
Bloom Advisors
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|
MI | 1.3 |
|
Blackhill Capital Inc
✚
|
NJ | 1.3 |
|
Telos Capital Management Inc
✚
|
CA | 1.3 |
|
Romano Brothers and Company
✚
|
IL | 1.2 |
|
Mill Capital Management LLC
✚
|
NC | 1.2 |
|
LGT Wealth Management US Limited
✚
|
1.2 |