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| Happy Holidays!! thanks for using AUM13F!! |
| Brown McLeod Inc
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| CRD # | 155548 |
| SEC # | 801-79151 |
| CIK # | 0001843853 |
| AUM | $344.0 M (2025-04-24) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 251-928-9498 |
| Address | 54 S Greeno Road Fairhope, AL 36532 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 1.8 | ||
| Microsoft Corp | 1.6 | ||
| Apple Inc | 1.2 | ||
| AbbVie Inc | 0.7 | ||
| Sensient Technologies Corp | 0.6 | ||
| Nvidia Corp | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| Wal Mart Stores Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 54.5 |
| (b) Individuals (high net worth individuals) | 118 | 275.0 |
| (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 | 6 | 12.6 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 3 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 745 | 344.0 |
| By Discretionary | ||
| Discretionary | 731 | 340.7 |
| Non-Discretionary | 14 | 3.3 |
| Total | 745 | 344.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.0 | |
| Total | 745 | 344.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843853] |
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