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| Eaton Financial Holdings Company LLC
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|---|---|
| CRD # | 316323 |
| SEC # | 801-122301 |
| CIK # | 0001972322 |
| AUM | 382.2 M (2026-03-23) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 954-575-9323 |
| Address | 11555 Heron Bay Boulevard Coral Springs, FL 33076 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001972322 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.7 | ||
| Nvidia Corp | 7.8 | ||
| Sprott Physical Gold Trust | 7.6 | ||
| Alphabet Inc | 7.3 | ||
| Facebook Inc | 6.4 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 4.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 4.2 | ||
| Broadcom Inc | 3.8 | ||
| Powell Industries Inc | 3.8 | ||
| Palantir Technologies Inc | 2.9 | ||
| Globalfoundries Inc | 2.6 | ||
| Micron Technology Inc | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 105.1 |
| (b) Individuals (high net worth individuals) | 72 | 209.4 |
| (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 | 1 | 3.2 |
| (h) Charitable organizations | 1 | 1.1 |
| (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 | 63.4 |
| (n) Other | 0 | 0.0 |
| Total | 911 | 382.2 |
| By Discretionary | ||
| Discretionary | 911 | 382.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 911 | 382.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 380.3 | |
| Total | 911 | 382.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001972322] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Accent Capital Management LLC
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Mark J Snyder Financial Services Inc
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|
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Harbour Investment Management LLC
✚
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