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| Flaharty Asset Management LLC
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|---|---|
| CRD # | 168495 |
| SEC # | 801-78437 |
| CIK # | 0001697882 |
| AUM | 901.6 M (2026-03-19) |
| Employees | 10 (90% Investors, 100% Brokers) |
| Phone | 727-252-1050 |
| Address | 311 Park Place Blvd Clearwater, FL 33759 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 548 | 125.7 |
| (b) Individuals (high net worth individuals) | 556 | 741.1 |
| (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 | 6 | 4.4 |
| (h) Charitable organizations | 4 | 1.3 |
| (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 | 16 | 29.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,964 | 901.6 |
| By Discretionary | ||
| Discretionary | 1,276 | 674.3 |
| Non-Discretionary | 688 | 227.3 |
| Total | 1,964 | 901.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 901.6 | |
| Total | 1,964 | 901.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697882] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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