|
⚲
|
| Cultivar Capital Inc
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|
|
|---|---|
| CRD # | 160145 |
| SEC # | 801-73055 |
| CIK # | 0001989476 |
| AUM | $375.1 M (2026-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 940-600-4553 |
| Address | 421 E Hickory St Denton, TX 76201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Weyerhaeuser Co | 14.7 | ||
| Barclays Bank PLC | 8.0 | ||
| International Business Machines Corp | 1.7 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Johnson & Johnson | 1.2 | ||
| General Electric Co | 0.9 | ||
| Apple Inc | 0.7 | ||
| GE Vernova Inc | 0.7 | ||
| Prosperity Bancshares Inc | 0.6 | ||
| Williams Companies Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 40.8 |
| (b) Individuals (high net worth individuals) | 142 | 266.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 36.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.5 |
| (h) Charitable organizations | 20 | 28.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 987 | 375.1 |
| By Discretionary | ||
| Discretionary | 987 | 375.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 987 | 375.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.1 | |
| Total | 987 | 375.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001989476] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stonecrest Wealth Management Inc
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|
AZ | 0.4 |
|
Prosperity Advisers LLC
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|
PA | 0.4 |
|
Marin Bay Wealth Advisors LLC
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CA | 0.4 |
|
Bear Mountain Capital Inc
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WA | 0.4 |
|
St Johns Investment Management Company LLC
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FL | 0.4 |
|
Cibest Capital Advisory Services LLC
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|
FL | 0.4 |
|
Strategent Financial LLC
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|
VA | 0.4 |
|
The Pitti Group Wealth Management LLC
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|
NY | 0.4 |
|
Comprehensive Wealth Solutions LLC
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|
FL | 0.4 |
|
Aurora Private Wealth Inc
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|
NJ | 0.4 |