|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bay Rivers Group Inc
✚
|
|
|---|---|
| CRD # | 290095 |
| SEC # | 801-111951 |
| CIK # | 0001798924 |
| AUM | $272.6 M (2025-07-17) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 757-259-2450 |
| Address | 5107 Center Street B1 Williamsburg, VA 23188 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001798924 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 15.6 | ||
| Nvidia Corp | 14.8 | ||
| Apple Inc | 13.2 | ||
| Microsoft Corp | 7.3 | ||
| Facebook Inc | 7.0 | ||
| Costco Wholesale Corp /NEW | 5.8 | ||
| Amazon Com Inc | 5.3 | ||
| Netflix Inc | 4.8 | ||
| Alphabet Inc | 4.6 | ||
| Palantir Technologies Inc | 3.8 | ||
| Advanced Micro Devices Inc | 3.7 | ||
| Celestica Inc | 3.1 | ||
| ServiceNow Inc | 2.9 | ||
| Blackstone Group LP | 2.8 | ||
| Salesforce Com Inc | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 100.5 |
| (b) Individuals (high net worth individuals) | 65 | 170.6 |
| (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 | 3 | 1.4 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 846 | 272.6 |
| By Discretionary | ||
| Discretionary | 829 | 266.4 |
| Non-Discretionary | 17 | 6.2 |
| Total | 846 | 272.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.6 | |
| Total | 846 | 272.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001798924] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Breen Wealth Management LLC
✚
|
CA | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Madison Park Capital Advisors LLC
✚
|
WA | 0.3 |
|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.3 |
|
Lwealth LLC
✚
|
TX | 0.3 |
|
Schamberger Greylak & Utterback Wealth Management LLC
✚
|
WI | 0.3 |
|
Future Finances Inc
✚
|
OH | 0.3 |
|
GHE LLC
✚
|
TN | 0.3 |
|
Access Financial Group Inc
✚
|
IL | 0.3 |
|
TKG Advisors LLC
✚
|
IN | 0.3 |