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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Advisory Corporation
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|---|---|
| CRD # | 105472 |
| SEC # | 801-33761 |
| CIK # | 0001552586, 0001632965, 0001813369, 0001910273, 0000926106, 0001539338 |
| AUM | $971.8 M (2025-05-21) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 616-235-5260 |
| Address | 4251 Cascade Road SE Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 53.0 |
| (b) Individuals (high net worth individuals) | 129 | 479.7 |
| (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 | 9 | 36.4 |
| (h) Charitable organizations | 16 | 307.7 |
| (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 | 11 | 95.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,222 | 971.8 |
| By Discretionary | ||
| Discretionary | 1,222 | 971.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,222 | 971.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 971.8 | |
| Total | 1,222 | 971.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000926106] | |
| 13F-HR | [0001539338] | |
| D | [0001552586] | |
| 13F-HR | [0001632965] | |
| 13F-NT | [0001632965] | |
| 13F-HR | [0001813369] | |
| 13F-HR | [0001910273] |
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|---|---|---|
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GA | 1.0 |
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KS | 1.0 |
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MA | 1.0 |
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Sequent Asset Management LLC
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TX | 1.0 |
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Aviance Capital Partners LLC
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FL | 1.0 |
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Insight Wealth Partners LLC
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TX | 1.0 |
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John Moore & Associates Inc
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NM | 1.0 |
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Crumly and Associates Incorporated
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IL | 1.0 |
|
Headinvest LLC
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ME | 1.0 |
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Hunter Michael Investment Advisors Inc
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VA | 1.0 |