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| Galvin Gaustad & Stein LLC
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|---|---|
| CRD # | 153410 |
| SEC # | 801-71464 |
| CIK # | 0001840945 |
| AUM | 1,354.5 M (2026-05-27) |
| Employees | 17 (100% Investors, 0% Brokers) |
| Phone | 480-776-1445 |
| Address | 7377 E Doubletree Ranch Road Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001840945 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| HCA Holdings Inc | 28.0 | ||
| Microsoft Corp | 26.6 | ||
| Amazon Com Inc | 25.9 | ||
| General Electric Co | 24.4 | ||
| Nvidia Corp | 24.3 | ||
| Apple Inc | 22.5 | ||
| J P Morgan Chase & Co | 20.1 | ||
| Uber Technologies Inc | 20.0 | ||
| Visa Inc | 17.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 16.8 | ||
| American Express Co | 16.8 | ||
| Alphabet Inc | 16.5 | ||
| Union Pacific Corp | 16.2 | ||
| Vertex Pharmaceuticals Inc / Ma | 15.7 | ||
| Coca Cola Co | 15.4 | ||
| Alphabet Inc | 15.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 189.9 |
| (b) Individuals (high net worth individuals) | 440 | 1,125.3 |
| (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 | 9 | 4.0 |
| (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 | 16 | 35.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,948 | 1,354.5 |
| By Discretionary | ||
| Discretionary | 1,928 | 1,337.7 |
| Non-Discretionary | 20 | 16.8 |
| Total | 1,948 | 1,354.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,354.5 | |
| Total | 1,948 | 1,354.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840945] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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