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| Happy Holidays!! thanks for using AUM13F!! |
| ELEY Financial Management Inc
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| CRD # | 105057 |
| SEC # | 801-34761 |
| CIK # | 0001965267 |
| AUM | $369.0 M (2025-03-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 802-863-4463 |
| Address | 99 Swift Street South Burlington, VT 05403-7360 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.7 | ||
| Microsoft Corp | 8.2 | ||
| Apple Inc | 6.6 | ||
| Broadcom Inc | 6.2 | ||
| Fiserv Inc | 6.1 | ||
| Amazon Com Inc | 5.8 | ||
| Costco Wholesale Corp /NEW | 5.2 | ||
| Cummins Inc | 5.1 | ||
| Lowes Companies Inc | 4.7 | ||
| Union Pacific Corp | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 90.8 |
| (b) Individuals (high net worth individuals) | 94 | 261.7 |
| (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 | 2 | 4.6 |
| (h) Charitable organizations | 11 | 11.9 |
| (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 | 1,157 | 369.0 |
| By Discretionary | ||
| Discretionary | 1,157 | 369.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,157 | 369.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 368.8 | |
| Total | 1,157 | 369.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965267] |
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|---|---|---|
|
Eastover Investment Advisors LLC
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NC | 0.4 |
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Spectrum Wealth Advisory Group LLC
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CA | 0.4 |
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O'Boyle Wealth Management Inc
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CA | 0.4 |
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Global Wealth Strategies and Associates LLC
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CO | 0.4 |
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L K Benson & Company PC
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MD | 0.4 |
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Henry James International Management Inc
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NY | 0.4 |
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Beacon Bridge Wealth Partners LLC
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PA | 0.4 |
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Private Wealth Advisors LLC
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CA | 0.4 |
|
Steadmont Advisors LLC
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AL | 0.4 |
|
Digital Wealth Partners LLC
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0.4 |