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| Happy Holidays!! thanks for using AUM13F!! |
| Fellowship Investment Advisors LLC
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| CRD # | 154103 |
| SEC # | 801-129083 |
| CIK # | |
| AUM | $151.8 M (2025-02-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 407-949-5888 |
| Address | 630 N Wymore Road Maitland, FL 32751 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 433 | 103.1 |
| (b) Individuals (high net worth individuals) | 32 | 47.4 |
| (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 | 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 | 1 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 973 | 151.8 |
| By Discretionary | ||
| Discretionary | 966 | 151.5 |
| Non-Discretionary | 7 | 0.4 |
| Total | 973 | 151.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.8 | |
| Total | 973 | 151.8 |
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|---|---|---|
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TX | 0.2 |
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Periope LC
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UT | 0.2 |
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Vine Capital Management LLC
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0.2 | |
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RG Financial LLC
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Proactive Capital Management Inc
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Fairfax Global Investment Management LLC
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0.2 |