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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Brass Tax Wealth Management Inc
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|---|---|
| CRD # | 285249 |
| SEC # | 801-111006 |
| CIK # | 0002002603 |
| AUM | $860.2 M (2025-03-31) |
| Employees | 29 (41% Investors, 41% Brokers) |
| Phone | 513-605-3394 |
| Address | 4755 Cornell Road Cincinnati, OH 45241 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.5 | ||
| Procter & Gamble Co | 9.2 | ||
| Lilly Eli & Co | 8.4 | ||
| Microsoft Corp | 7.5 | ||
| Danaher Corp /DE/ | 5.0 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,728 | 515.5 |
| (b) Individuals (high net worth individuals) | 129 | 335.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,872 | 860.2 |
| By Discretionary | ||
| Discretionary | 2,872 | 860.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,872 | 860.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 860.2 | |
| Total | 2,872 | 860.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002002603] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
KPP Advisory Services LLC
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KY | 0.9 |
|
The Marshall Financial Group Inc
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PA | 0.9 |
|
Richard P Slaughter Associates Inc
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|
TX | 0.9 |
|
Blankinship & Foster LLC
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CA | 0.9 |
|
Brookmont Capital Management LLC
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TX | 0.9 |
|
Greenrock Research Inc
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|
IL | 0.9 |
|
Hanson & Doremus Investment Management
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|
VT | 0.8 |
|
Paragon Advisors LLC
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|
TX | 0.8 |
|
Breakwater Capital Group
✚
|
NJ | 0.8 |