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| Happy Holidays!! thanks for using AUM13F!! |
| Butensky & Cohen Financial Security Inc
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| CRD # | 110295 |
| SEC # | 801-55533 |
| CIK # | 0001632802 |
| AUM | $546.2 M (2025-02-25) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 904-273-9850 |
| Address | 110 Professional Drive Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.6 | ||
| Nvidia Corp | 6.5 | ||
| United Technologies Corp /DE/ | 6.4 | ||
| J P Morgan Chase & Co | 6.4 | ||
| Bank of New York Mellon Corp | 6.3 | ||
| Cisco Systems Inc | 6.3 | ||
| Amazon Com Inc | 6.2 | ||
| Kinder Morgan Inc | 6.1 | ||
| KLA Tencor Corp | 6.0 | ||
| VISA Inc | 5.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 387 | 128.6 |
| (b) Individuals (high net worth individuals) | 127 | 396.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 19.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,257 | 546.2 |
| By Discretionary | ||
| Discretionary | 1,232 | 535.5 |
| Non-Discretionary | 25 | 10.7 |
| Total | 1,257 | 546.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 543.9 | |
| Total | 1,257 | 546.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632802] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Alternatives Inc
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|
CA | 0.5 |
|
TRG Advisors Inc
✚
|
FL | 0.5 |
|
Morin Private Client Group LLC
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|
0.5 | |
|
Safe Harbor Family Capital LLC
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|
NC | 0.5 |
|
Whitegate Investment Counselors Inc
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|
NH | 0.5 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |
|
JRM Investment Counsel LLC
✚
|
0.5 | |
|
RL Evans Co Inc
✚
|
WA | 0.5 |
|
Uniting Wealth Partners LLC
✚
|
KS | 0.5 |
|
Providence Financial Advisors LLC
✚
|
KS | 0.5 |