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| Firethorn Wealth Partners LLC
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| |
|---|---|
| CRD # | 297634 |
| SEC # | 801-113690 |
| CIK # | 0001845743, 0001830922 |
| AUM | $459.7 MM (2024-03-13) |
| Employees | 7 (71% Investors, 43% Brokers) |
| Phone | 706-426-4243 |
| Address | 2550 Central Avenue Augusta, GA 30904 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001845743 0001830922 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Bristol Myers Squibb Co | 167,557.4 | 18.8 | |
| Gilead Sciences Inc | 78,030.8 | 2.6 | |
| CVS Caremark Corp | 122,214.0 | 2.5 | |
| Nike Inc | 161,751.8 | 2.1 | |
| Enterprise Products Partners L P | 54,009.8 | 2.1 | |
| Aflac Inc | 36,008.8 | 2.1 | |
| Pfizer Inc | 284,248.0 | 2.0 | |
| Apple Inc | 2,382,844.0 | 1.8 | |
| Energy Transfer Equity LP | 31,904.4 | 1.8 | |
| Medtronic Holdings Ltd | 118,520.9 | 1.6 | |
| Starbucks Corp | 87,554.3 | 1.6 | |
| AT&T Inc | 147,547.0 | 1.6 | |
| McDonalds Corp | 179,584.2 | 1.5 | |
| Estee Lauder Companies Inc | 91,970.4 | 1.4 | |
| Dollar General Corp | 55,291.9 | 1.3 | |
| HJ Heinz Holding Corp | 46,183.2 | 1.3 | |
| Crown Castle International Corp | 73,004.8 | 1.3 | |
| Exxon Mobil Corp | 385,508.3 | 1.3 | |
| Sherwin Williams Co | 58,089.9 | 1.2 | |
| Albemarle Corp | 26,138.4 | 1.1 | |
| Raymond James Financial Inc | 19,897.9 | 1.1 | |
| Unilever PLC | 115,645.2 | 1.0 | |
| Microsoft Corp | 1,918,222.4 | 1.0 | |
| Citigroup Inc | 91,678.1 | 1.0 | |
| Realty Income Corp | 41,588.5 | 1.0 | |
| Dominion Resources Inc /VA/ | 63,709.1 | 0.9 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 56.0 |
| (b) Individuals (high net worth individuals) | 243 | 273.2 |
| (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 | 1 | 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 | 23 | 8.8 |
| (n) Other | 30 | 121.6 |
| Total | 1,843 | 459.7 |
| By Discretionary | ||
| Discretionary | 1,700 | 314.3 |
| Non-Discretionary | 143 | 145.4 |
| Total | 1,843 | 459.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 459.7 | |
| Total | 1,843 | 459.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001830922] | |
| 13F-HR | [0001845743] |
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|---|---|---|
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