Exeter Financial LLC

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Assets, Funds, Holdings

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Exeter Financial LLC
CRD #143420
SEC #801-67719
CIK #0001752045, 0001086128
AUM $334.3 MM (2024-08-28)
Employees 6 (67% Investors, 0% Brokers)
Phone480-588-0830
Address7001 N Scottsdale Road
Scottsdale, AZ 85253-3644
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
4003202401608002007201320192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
FFA 0.3 0.0
AAPL 2,382.8 0.0
MSFT 1,918.2 0.0
WMT 335.4 0.0
AFL 36.0 0.0
GD 61.2 0.0
ORCL 182.8 0.0
EMR 48.4 0.0
CSCO 178.3 0.0
MCD 179.6 0.0
View All
Holdings by Sector ($BB)
151296302017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 37 65.0
(b) Individuals (high net worth individuals) 32 265.5
(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 0.9
(h) Charitable organizations 0 2.9
(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 587 334.3
By Discretionary
Discretionary 581 332.8
Non-Discretionary 6 1.5
Total 587 334.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 334.3
Total 587 334.3
EDGAR Form CIK 2011 - 2024
13F-NT [0001086128]
13F-HR [0001752045]
Comparable Firms State AUM ($BB)
Kensho Capital LLC
0.3
Old North State Wealth Management LLC
NC 0.3
MBM Wealth Consultants LLC
MO 0.3
SARD Wealth Management Group LLC
GA 0.3
Blue Water Asset Management LLC
MI 0.3
Fidato Wealth LLC
OH 0.3
Robinson Smith Wealth Advisors LLC
ME 0.3
Mystic Asset Management Inc
RI 0.3
Quad-Cities Investment Group LLC
IA 0.3
KKM Financial LLC
IL 0.3
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