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| Brown Lisle/Cummings Inc
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|---|---|
| CRD # | 1331 |
| SEC # | 801-121156 |
| CIK # | 0000014745 |
| AUM | 487.3 M (2026-06-26) |
| Employees | 13 (62% Investors, 62% Brokers) |
| Phone | 401-421-8900 |
| Address | 56 Exchange Terrace Providence, RI 02903-1772 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 15.1 | ||
| Apple Inc | 12.7 | ||
| Amazon Com Inc | 11.5 | ||
| Microsoft Corp | 11.2 | ||
| Intercontinentalexchange Group Inc | 10.7 | ||
| Alphabet Inc | 9.0 | ||
| Amgen Inc | 8.5 | ||
| J P Morgan Chase & Co | 7.3 | ||
| AbbVie Inc | 6.3 | ||
| GS Acquisition Holdings Corp | 6.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 55.7 |
| (b) Individuals (high net worth individuals) | 107 | 421.1 |
| (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 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 490 | 487.3 |
| By Discretionary | ||
| Discretionary | 478 | 480.6 |
| Non-Discretionary | 12 | 6.7 |
| Total | 490 | 487.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 485.4 | |
| Total | 490 | 487.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000014745] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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