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| Edmonds Duncan Registered Investment Advisors LLC
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| |
|---|---|
| CRD # | 168246 |
| SEC # | 801-78373 |
| CIK # | 0001668155 |
| AUM | $440.5 MM (2024-03-21) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 785-856-2222 |
| Address | 645 Massachusetts Street Lawrence, KS 66044 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 6.7 | ||
| AAPL | 2,382,844.0 | 5.9 | |
| PEP | 226,773.9 | 5.8 | |
| MSFT | 1,918,222.4 | 3.9 | |
| VVR | 586.1 | 2.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 68.7 |
| (b) Individuals (high net worth individuals) | 140 | 304.4 |
| (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 | 0 | 16.1 |
| (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 | 6 | 51.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,242 | 440.5 |
| By Discretionary | ||
| Discretionary | 1,079 | 393.8 |
| Non-Discretionary | 163 | 46.7 |
| Total | 1,242 | 440.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 440.4 | |
| Total | 1,242 | 440.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001668155] |
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|---|---|---|
|
AF Advisors Inc
✚
|
CA | 0.4 |
|
Pacific Ridge Capital Partners LLC
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OR | 0.4 |
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Keidan Financial Consultants LLC
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OH | 0.4 |
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Long Run Wealth Advisors LLC
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NY | 0.4 |
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Trinity Financial Partners II LLC
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PA | 0.4 |
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Cerro Pacific Wealth Advisors LLC
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Consolidated Financial Management Group LLC
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OH | 0.4 |
|
Oxler Private Wealth LLC
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NY | 0.4 |
|
West Oak Capital LLC
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ID | 0.4 |
|
Wellspring Wealth Management LLC
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GA | 0.4 |