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| Financial & Tax Architects LLC
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|---|---|
| CRD # | 119169 |
| SEC # | 801-114688 |
| CIK # | 0001758543 |
| AUM | $443.0 M (2025-06-26) |
| Employees | 53 (45% Investors, 0% Brokers) |
| Phone | 314-858-1122 |
| Address | 12412 Powerscourt Drive St Louis, MO 63131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| International Business Machines Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| McGraw-hill Companies Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Cintas Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Medtronic Holdings Ltd | 0.0 | ||
| Automatic Data Processing Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 917 | 164.9 |
| (b) Individuals (high net worth individuals) | 134 | 116.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 10 | 161.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,347 | 443.0 |
| By Discretionary | ||
| Discretionary | 3,347 | 443.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,347 | 443.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.0 | |
| Total | 3,347 | 443.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001758543] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benedict Financial Advisors Inc
✚
|
GA | 0.5 |
|
F&V Capital Management LLC
✚
|
FL | 0.5 |
|
SGH Wealth Management
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|
MI | 0.5 |
|
Nomad Fintech Inc
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|
CA | 0.4 |
|
NCM Capital Management LLC
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|
NJ | 0.4 |
|
Shoker Investment Counsel Inc
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|
0.4 | |
|
Shilanski & Associates Inc
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|
AK | 0.4 |
|
SOWA Financial Group Inc
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|
RI | 0.4 |
|
Mustard Seed Financial LLC
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|
AR | 0.4 |
|
Tolsma Investments LLC
✚
|
0.4 |