Ferguson Shapiro LLC

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Assets, Funds, Holdings

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Ferguson Shapiro LLC
CRD #297555
SEC #801-113581
CIK #0001767433
AUM $288.9 MM (2023-03-09)
Employees 9 (33% Investors, 22% Brokers)
Phone404-567-6771
AddressOne West Court Square
Decatur, GA 30030
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 5.6
HD 277,648.0 3.9
SBUX 87,554.3 1.9
LIN 147,499.4 1.1
MSFT 1,918,222.4 1.0
KO 269,985.6 0.6
AYI 5,337.1 0.5
AMZN 1,092,997.8 0.5
TMO 209,733.6 0.5
SQ 38,081.1 0.3
View All
Holdings by Sector ($MM)
2502001501005002019202020222024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 204 62.4
(b) Individuals (high net worth individuals) 110 224.9
(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 0.2
(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 1.4
(n) Other 0 0.0
Total 826 288.9
By Discretionary
Discretionary 824 288.8
Non-Discretionary 2 0.1
Total 826 288.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 288.9
Total 826 288.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001767433]
Comparable Firms State AUM ($BB)
Successful Portfolios LLC
FL 0.3
Bernardi Asset Management LLC
IL 0.3
Newton One Investments LLC
DE 0.3
Paces Ferry Wealth Advisors LLC
GA 0.3
Oliver Capital Management Inc
WA 0.3
Azimut Genesis Advisors LLC
FL 0.3
Flagship Wealth Advisors LLC
MA 0.3
Robinson Smith Wealth Advisors LLC
ME 0.3
TRED Avon Family Wealth LLC
MD 0.3
Triagen Wealth Management LLC
CA 0.3
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