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| Butensky & Cohen Financial Security Inc
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| CRD # | 110295 |
| SEC # | 801-55533 |
| CIK # | 0001632802 |
| AUM | 626.0 M (2026-01-30) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 904-273-9850 |
| Address | 110 Professional Drive Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001632802 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 9.5 | ||
| Micron Technology Inc | 8.9 | ||
| Cisco Systems Inc | 7.4 | ||
| Cummins Inc | 7.3 | ||
| Apple Inc | 7.3 | ||
| Alphabet Inc | 7.2 | ||
| Nvidia Corp | 7.1 | ||
| British American Tobacco PLC | 7.0 | ||
| MSC Industrial Direct Co Inc | 7.0 | ||
| J P Morgan Chase & Co | 6.9 | ||
| Allstate Corp | 6.9 | ||
| Johnson & Johnson | 6.8 | ||
| Merck & Co Inc | 6.8 | ||
| FPL Group Inc | 6.7 | ||
| Amazon Com Inc | 6.6 | ||
| Pinnacle West Capital Corp | 6.5 | ||
| United Technologies Corp /DE/ | 6.4 | ||
| Tyco International Ltd /Ber/ | 6.4 | ||
| Nucor Corp | 6.3 | ||
| Amgen Inc | 6.2 | ||
| CSX Corp | 6.2 | ||
| Visa Inc | 6.1 | ||
| CVS Caremark Corp | 6.1 | ||
| EOG Resources Inc | 6.0 | ||
| Qualcomm Inc/DE | 5.9 | ||
| MetLife Inc | 5.9 | ||
| Oneok Inc /New/ | 5.8 | ||
| Berkley W R Corp | 5.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 392 | 131.6 |
| (b) Individuals (high net worth individuals) | 146 | 470.3 |
| (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 | 0.6 |
| (h) Charitable organizations | 0 | 1.0 |
| (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 | 5 | 22.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,331 | 626.0 |
| By Discretionary | ||
| Discretionary | 1,314 | 613.9 |
| Non-Discretionary | 17 | 12.1 |
| Total | 1,331 | 626.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 621.9 | |
| Total | 1,331 | 626.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632802] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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