|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bull Street Advisors LLC
✚
|
|
|---|---|
| CRD # | 304058 |
| SEC # | 801-116698 |
| CIK # | 0001790837 |
| AUM | $256.0 M (2025-03-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 912-441-5185 |
| Address | 500 Commercial Court Savannah, GA 31406 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 1.9 | ||
| Abbott Laboratories | 1.8 | ||
| Duke Energy Corp | 1.7 | ||
| Comcast Corp | 1.7 | ||
| Stryker Corp | 1.5 | ||
| Dominion Resources Inc /VA/ | 1.5 | ||
| Camden Property Trust | 1.4 | ||
| Nucor Corp | 1.4 | ||
| Union Pacific Corp | 1.4 | ||
| Pfizer Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 16.8 |
| (b) Individuals (high net worth individuals) | 54 | 194.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 8.9 |
| (h) Charitable organizations | 4 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 34.5 |
| (n) Other | 0 | 0.0 |
| Total | 183 | 256.0 |
| By Discretionary | ||
| Discretionary | 183 | 256.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 183 | 256.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.0 | |
| Total | 183 | 256.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001790837] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IFS Advisors Inc
✚
|
FL | 0.3 |
|
Physician Wealth Solutions Inc
✚
|
0.3 | |
|
Freeman Will & Niemeier Inc
✚
|
IN | 0.3 |
|
Heritage Asset Advisors Ltd LLP
✚
|
0.3 | |
|
Opinicus Capital Inc
✚
|
FL | 0.3 |
|
Huber Weakland & Associates Inc
✚
|
MD | 0.3 |
|
RWQ Financial Management Services Inc
✚
|
0.3 | |
|
FIG Wealth LLC
✚
|
CA | 0.3 |
|
Wela Strategies Inc
✚
|
GA | 0.3 |
|
Birchcreek Wealth Management LLC
✚
|
OH | 0.3 |