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| Estate Management Counselors LLC
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|---|---|
| CRD # | 126624 |
| SEC # | 801-113235 |
| CIK # | 0001559832 |
| AUM | 294.3 M (2026-03-05) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 404-250-9798 |
| Address | 5064 Roswell Road Atlanta, GA 30342 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 7.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 76.8 |
| (b) Individuals (high net worth individuals) | 80 | 217.5 |
| (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 | 0.0 |
| (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 | 1,018 | 294.3 |
| By Discretionary | ||
| Discretionary | 1,018 | 294.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,018 | 294.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.3 | |
| Total | 1,018 | 294.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001559832] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
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Bright Futures Wealth Management LLC
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|
MC Byrd Wealth Management LLC
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TX | 294.2 M |
|
MDT Financial Advisors LLC
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|
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|
Sherwood Financial Partners LLC
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|
Resolute Wealth Advisor Inc
✚
|
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