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| Court Place Advisors LLC
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|---|---|
| CRD # | 108545 |
| SEC # | 801-57317 |
| CIK # | 0001566113 |
| AUM | $375.9 M (2025-02-13) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 410-465-4321 |
| Address | 3300 North Ridge Road Ellicott City, MD 21043 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 28.0 | ||
| United Rentals Inc /DE | 20.6 | ||
| Automatic Data Processing Inc | 19.3 | ||
| Henry Jack & Associates Inc | 12.1 | ||
| McGraw-hill Companies Inc | 9.0 | ||
| Procter & Gamble Co | 8.4 | ||
| Nvidia Corp | 7.8 | ||
| Cisco Systems Inc | 6.8 | ||
| Markel Corp | 6.6 | ||
| Check Point Software Technologies Ltd | 6.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 55.9 |
| (b) Individuals (high net worth individuals) | 109 | 296.4 |
| (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 | 9 | 21.7 |
| (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 | 2 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 284 | 375.9 |
| By Discretionary | ||
| Discretionary | 274 | 374.4 |
| Non-Discretionary | 10 | 1.5 |
| Total | 284 | 375.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.9 | |
| Total | 284 | 375.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001566113] |
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|---|---|---|
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MA | 0.4 |
|
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NE | 0.4 |
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Fee-Only Financial Planning LC
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0.4 | |
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KS | 0.4 |
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OH | 0.4 |
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RW Roge & Company Inc
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Owl Creek Wealth Partners LLC
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CO | 0.4 |