|
⚲
|
| Keyboard |
| Costello Asset Management Inc
✚
|
|
|---|---|
| CRD # | 123249 |
| SEC # | 801-106905 |
| CIK # | 0001760145 |
| AUM | 388.5 M (2026-03-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 215-856-9290 |
| Address | 1234 Bridgetown Pike Suite 210 Feasterville, PA 19053 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 23.4 | ||
| Apple Inc | 22.9 | ||
| Nvidia Corp | 21.3 | ||
| Alphabet Inc | 17.0 | ||
| Microsoft Corp | 14.7 | ||
| Alphabet Inc | 13.5 | ||
| Johnson & Johnson | 11.2 | ||
| Lilly Eli & Co | 9.2 | ||
| Visa Inc | 7.7 | ||
| Netflix Inc | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 89.0 |
| (b) Individuals (high net worth individuals) | 81 | 257.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 3 | 6.7 |
| (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 | 3.0 |
| (n) Other | 26 | 32.7 |
| Total | 988 | 388.5 |
| By Discretionary | ||
| Discretionary | 988 | 388.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 988 | 388.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 388.2 | |
| Total | 988 | 388.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001760145] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Prudent Man Investment Management Inc
✚
|
CO | 390.2 M |
|
Davis Investment Partners LLC
✚
|
NC | 390.0 M |
|
JJP Capital Management Inc
✚
|
MO | 389.9 M |
|
in on Capital Advisors LLC
✚
|
FL | 389.4 M |
|
Solomon API LLC
✚
|
FL | 389.0 M |
|
Sentinel Wealth Management Inc
✚
|
VA | 388.8 M |
|
Monorail Securities LLC
✚
|
FL | 388.7 M |
|
Wheelhouse Advisory Group LLC
✚
|
MO | 388.1 M |
|
Brian D Lowder Inc
✚
|
CA | 388.1 M |
|
Southwest Investment Advisors Inc
✚
|
AZ | 386.9 M |