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| Cauble & Harre Wealth Management Inc
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|---|---|
| CRD # | 143812 |
| SEC # | 801-70042 |
| CIK # | 0002064807 |
| AUM | 300.6 M (2026-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 314-576-1112 |
| Address | 12977 North 40 Drive St Louis, MO 63141 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 9.8 | ||
| Sprott Physical Gold Trust | 5.1 | ||
| Microsoft Corp | 2.2 | ||
| ETFS Gold Trust | 1.9 | ||
| Farmland Partners Inc | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Caterpillar Inc | 1.3 | ||
| SPDR Gold Trust | 1.1 | ||
| Adobe Systems Inc | 1.1 | ||
| Cisco Systems Inc | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 18.5 |
| (b) Individuals (high net worth individuals) | 65 | 277.6 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 2 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 432 | 300.6 |
| By Discretionary | ||
| Discretionary | 432 | 300.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 432 | 300.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.6 | |
| Total | 432 | 300.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002064807] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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