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| Happy Holidays!! thanks for using AUM13F!! |
| Brooks Moore & Associates Inc
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| CRD # | 105716 |
| SEC # | 801-26708 |
| CIK # | 0001767040 |
| AUM | $314.3 M (2025-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 423-756-8628 |
| Address | 3905 Saint Elmo Avenue Chattanooga, TN 37409-1239 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.3 | ||
| J P Morgan Chase & Co | 8.9 | ||
| Coca Cola Co | 6.4 | ||
| Johnson & Johnson | 5.9 | ||
| AbbVie Inc | 5.4 | ||
| Wal Mart Stores Inc | 5.0 | ||
| Abbott Laboratories | 4.9 | ||
| Chevron Corp | 4.9 | ||
| Alphabet Inc | 4.7 | ||
| Exxon Mobil Corp | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 23.2 |
| (b) Individuals (high net worth individuals) | 87 | 252.2 |
| (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 | 6.9 |
| (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 | 32.0 |
| (n) Other | 0 | 0.0 |
| Total | 337 | 314.3 |
| By Discretionary | ||
| Discretionary | 335 | 308.8 |
| Non-Discretionary | 2 | 5.6 |
| Total | 337 | 314.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.3 | |
| Total | 337 | 314.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767040] |
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