First Capital Advisors Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
First Capital Advisors Group LLC
CRD #281322
SEC #801-106606
CIK #0001681126
AUM
Employees 10 (40% Investors, 10% Brokers)
Phone267-329-7620
Address512 East Township Line Road
Blue Bell, PA 19422
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4003202401608002010201420192024
Sector Form 13F Holdings Value ($M)
Apple Inc 6.2
SPDR Gold Trust 4.7
Microsoft Corp 3.5
Procter & Gamble Co 2.7
J P Morgan Chase & Co 2.3
Facebook Inc 1.6
 
 
 
 
 
Holdings by Sector ($M)
200160120804002016201820212024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 172 76.8
(b) Individuals (high net worth individuals) 58 266.2
(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 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 0 0.0
(n) Other 0 0.0
Total 230 343.0
By Discretionary
Discretionary 230 343.0
Non-Discretionary 0 0.0
Total 230 343.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 343.0
Total 230 343.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001681126]
Related Firms State AUM ($B)
First Capital Advisors Group LLC
PA 0.0
First Capital Investment Partners LLC
PA 0.0
Terms | Privacy | Guide
tony@aum13f.com