|
⚲
|
| Keyboard |
| Aull & Monroe Investment Management Corp
✚
|
|
|---|---|
| CRD # | 104830 |
| SEC # | 801-35841 |
| CIK # | 0001387615 |
| AUM | 323.2 M (2026-03-23) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 251-342-3339 |
| Address | 3658 College Ln S Mobile, AL 36608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001387615 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 17.3 | ||
| Lilly Eli & Co | 11.2 | ||
| Seagate Technology PLC | 10.6 | ||
| Deere & Co | 7.9 | ||
| Johnson & Johnson | 7.8 | ||
| Southern Co | 7.5 | ||
| Corning Inc /NY | 7.3 | ||
| Cummins Inc | 6.8 | ||
| CSX Corp | 6.5 | ||
| Duke Energy Corp | 5.1 | ||
| CME Group Inc | 5.0 | ||
| J P Morgan Chase & Co | 4.7 | ||
| CBOE Holdings Inc | 4.6 | ||
| FPL Group Inc | 4.5 | ||
| Procter & Gamble Co | 4.3 | ||
| Chevron Corp | 4.0 | ||
| Home Depot Inc | 3.8 | ||
| Microsoft Corp | 3.7 | ||
| AbbVie Inc | 3.7 | ||
| Automatic Data Processing Inc | 3.5 | ||
| Amgen Inc | 3.4 | ||
| Eaton Corp Ltd | 3.2 | ||
| Bank of America Corp /DE/ | 3.1 | ||
| Waste Management Inc | 3.0 | ||
| United Technologies Corp /DE/ | 2.7 | ||
| Royal Bank of Canada | 2.4 | ||
| International Business Machines Corp | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 35.1 |
| (b) Individuals (high net worth individuals) | 59 | 253.5 |
| (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 | 10 | 22.4 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 11.9 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 323.2 |
| By Discretionary | ||
| Discretionary | 417 | 323.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 323.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.2 | |
| Total | 417 | 323.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001387615] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Silver Lake Advisory LLC
✚
|
325.3 M | |
|
Treiberg Wealth Management Inc
✚
|
AZ | 325.1 M |
|
DHH Advisors LLC
✚
|
NJ | 324.3 M |
|
Kennicott Capital Management LLC
✚
|
323.9 M | |
|
Smith W B & Co Inc
✚
|
323.6 M | |
|
Lauer Capital Management Ltd
✚
|
SD | 322.7 M |
|
Fortune Financial Advisors LLC
✚
|
KS | 322.6 M |
|
Integrated Financial Strategies LLC
✚
|
FL | 322.0 M |
|
Truenorth Financial Services LLC
✚
|
WA | 321.7 M |
|
Founder Family Financial LLC
✚
|
TX | 321.0 M |