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| Francis Financial Inc
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|---|---|
| CRD # | 128067 |
| SEC # | 801-76703 |
| CIK # | 0001644081, 0001727514 |
| AUM | $803.2 M (2026-03-10) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 212-374-9008 |
| Address | 39 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 22.2 | ||
| Nvidia Corp | 6.1 | ||
| Apple Inc | 5.7 | ||
| Corning Inc /NY | 3.2 | ||
| Alphabet Inc | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 32.8 |
| (b) Individuals (high net worth individuals) | 199 | 770.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,048 | 803.2 |
| By Discretionary | ||
| Discretionary | 949 | 741.3 |
| Non-Discretionary | 99 | 62.0 |
| Total | 1,048 | 803.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 803.2 | |
| Total | 1,048 | 803.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001727514] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nelson Capital Management LLC
✚
|
CA | 0.8 |
|
NorthStar Asset Management Inc
✚
|
MA | 0.8 |
|
CIM LLC
✚
|
NY | 0.8 |
|
PSI Advisors LLC
✚
|
FL | 0.8 |
|
Spectrum Financial Alliance Ltd LLC
✚
|
KY | 0.8 |
|
Compton Wealth Advisory Group LLC
✚
|
VA | 0.8 |
|
Carolina Wealth Management Inc
✚
|
NC | 0.8 |
|
McRae Capital Management Inc
✚
|
NJ | 0.8 |
|
Q3 Asset Management Corporation
✚
|
MI | 0.8 |
|
BEAU Ventures LLC
✚
|
0.8 |