|
⚲
|
| Forty Three Eighteen Advisors LLC
✚
|
|
|---|---|
| CRD # | 157712 |
| SEC # | 801-129865 |
| CIK # | 0002116323 |
| AUM | $167.8 M (2026-03-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 479-254-9400 |
| Address | 1202 NE Mcclain Rd Bentonville, AR 72712 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002116323 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 14.5 | ||
| Apple Inc | 7.9 | ||
| Caterpillar Inc | 6.6 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Applied Materials Inc /DE | 3.4 | ||
| Microsoft Corp | 3.3 | ||
| Johnson & Johnson | 3.1 | ||
| Chevron Corp | 2.6 | ||
| Merck & Co Inc | 2.6 | ||
| Ciena Corp | 2.6 | ||
| Ryder System Inc | 2.6 | ||
| Teradyne Inc | 2.0 | ||
| National Health Investors Inc | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| General Electric Co | 1.8 | ||
| Monolithic Power Systems Inc | 1.6 | ||
| Franklin Resources Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 9.1 |
| (b) Individuals (high net worth individuals) | 25 | 145.7 |
| (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 | 5 | 11.0 |
| (h) Charitable organizations | 1 | 2.1 |
| (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 | 182 | 167.8 |
| By Discretionary | ||
| Discretionary | 174 | 152.7 |
| Non-Discretionary | 8 | 15.1 |
| Total | 182 | 167.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.8 | |
| Total | 182 | 167.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002116323] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Somnio Financial Group LLC
✚
|
CT | 0.2 |
|
Arnold Financial Planning LLC
✚
|
IA | 0.2 |
|
Stonehaven Wealth & Tax Solutions LLC
✚
|
WI | 0.2 |
|
North Forty Two & Co
✚
|
OR | 0.2 |
|
Lloyd Park LLC
✚
|
0.2 | |
|
Lilliano Capital Management LLC
✚
|
AZ | 0.2 |
|
Illuminate Wealth Management LLC
✚
|
IL | 0.2 |
|
South Texas Capital Advisors LLC
✚
|
TX | 0.2 |
|
The Monitor Group Inc
✚
|
GA | 0.2 |
|
May William Michael
✚
|
0.2 |