|
⚲
|
| Keyboard |
| Floyd Benjamin Joseph
✚
|
|
|---|---|
| CRD # | 111576 |
| SEC # | 801-60539 |
| CIK # | 0001535254 |
| AUM | 213.5 M (2026-01-14) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 903-794-2704 |
| Address | 6004 Summerfield Dr, Ste A Texarkana, TX 75503 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 1.7 |
| (b) Individuals (high net worth individuals) | 221 | 168.7 |
| (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 | 8 | 2.1 |
| (h) Charitable organizations | 1 | 0.5 |
| (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 | 20 | 40.5 |
| (n) Other | 0 | 0.0 |
| Total | 308 | 213.5 |
| By Discretionary | ||
| Discretionary | 262 | 198.9 |
| Non-Discretionary | 46 | 14.6 |
| Total | 308 | 213.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.5 | |
| Total | 308 | 213.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001535254] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| LEI | 12443590 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arbor Financial Planning LLC
✚
|
MI | 214.7 M |
|
Kinetic Wealth Investment Advisors LLC
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|
OH | 214.5 M |
|
Sage Hill Capital LLC
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|
MI | 214.3 M |
|
Objective Capital Management LLC
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|
OH | 214.2 M |
|
Compass Planning Associates Inc
✚
|
213.9 M | |
|
Retiremitten Financial LLC
✚
|
MI | 213.8 M |
|
Lindahl & Mansager Inc
✚
|
OH | 213.7 M |
|
Cedarwood Wealth LLC
✚
|
CO | 213.4 M |
|
Harding Wealth Inc
✚
|
AZ | 212.6 M |
|
Sequoia Swiss Financial Advisors AG
✚
|
212.3 M |