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| Cultivar Capital Inc
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|
|
|---|---|
| CRD # | 160145 |
| SEC # | 801-73055 |
| CIK # | 0001989476 |
| AUM | $304.1 M (2025-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 940-600-4553 |
| Address | 421 E Hickory St Denton, TX 76201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Weyerhaeuser Co | 14.4 | ||
| Barclays Bank PLC | 4.7 | ||
| Martin Marietta Materials Inc | 2.4 | ||
| International Business Machines Corp | 1.8 | ||
| Exxon Mobil Corp | 1.2 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Johnson & Johnson | 0.9 | ||
| General Electric Co | 0.6 | ||
| Prosperity Bancshares Inc | 0.6 | ||
| Williams Companies Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 38.8 |
| (b) Individuals (high net worth individuals) | 122 | 210.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 30.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 1.2 |
| (h) Charitable organizations | 19 | 23.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 907 | 304.1 |
| By Discretionary | ||
| Discretionary | 907 | 304.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 907 | 304.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.1 | |
| Total | 907 | 304.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989476] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lifespan Financial Strategies Inc
✚
|
FL | 0.3 |
|
Veridan Wealth LLC
✚
|
OR | 0.3 |
|
Wise Wealth LLC
✚
|
MO | 0.3 |
|
Kellett Wealth Advisors LLC
✚
|
OH | 0.3 |
|
Lagoda Investment Management LP
✚
|
NY | 0.3 |
|
Strait & Sound Wealth Management LLC
✚
|
0.3 | |
|
Two Point Capital Management Inc
✚
|
NY | 0.3 |
|
AJ Advisors LLC
✚
|
TN | 0.3 |
|
Michels Family Financial LLC
✚
|
TX | 0.3 |
|
Joseph P Lucia & Associates LLC
✚
|
NY | 0.3 |