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| Bush Investment Group LLC
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| |
|---|---|
| CRD # | 304262 |
| SEC # | 801-116917 |
| CIK # | 0001966640 |
| AUM | $180.3 MM (2024-03-20) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 229-247-1474 |
| Address | 2918 N Oak St, Ste B Valdosta, GA 31602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.3 | |
| SO | 75,035.5 | 0.9 | |
| LOW | 111,668.6 | 0.9 | |
| AFL | 36,008.8 | 0.7 | |
| GPN | 31,912.5 | 0.5 | |
| NVDA | 399,550.0 | 0.3 | |
| CAT | 99,975.7 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 384 | 102.0 |
| (b) Individuals (high net worth individuals) | 50 | 71.1 |
| (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 | 2 | 7.3 |
| (h) Charitable organizations | 1 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 988 | 180.3 |
| By Discretionary | ||
| Discretionary | 987 | 180.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 988 | 180.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.3 | |
| Total | 988 | 180.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001966640] |
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|---|---|---|
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Sterling Investment Advisors LLC
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MO | 0.2 |
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Wealth Management Corporation of America Inc
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FL | 0.2 |
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Richardson Financial Services Inc
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MA | 0.2 |