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| Griffith & Werner Inc
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|---|---|
| CRD # | 136380 |
| SEC # | 801-117889 |
| CIK # | 0002057200 |
| AUM | 218.6 M (2026-05-05) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 678-901-4167 |
| Address | 111 Mountain Brook Drive Canton, GA 30115 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002057200 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Citigroup Inc | 8.0 | ||
| Amazon Com Inc | 7.9 | ||
| Apple Inc | 7.2 | ||
| AT&T Inc | 7.1 | ||
| Facebook Inc | 6.7 | ||
| Microsoft Corp | 6.7 | ||
| BB&T Corp | 6.4 | ||
| Bank of America Corp /DE/ | 6.3 | ||
| Southern Co | 6.2 | ||
| Coca Cola Co | 6.2 | ||
| Verizon Communications Inc | 5.8 | ||
| Johnson & Johnson | 5.7 | ||
| Alphabet Inc | 5.5 | ||
| Nvidia Corp | 5.2 | ||
| Procter & Gamble Co | 4.3 | ||
| Pfizer Inc | 4.2 | ||
| Home Depot Inc | 3.7 | ||
| Duke Energy Corp | 3.6 | ||
| UnitedHealth Group Inc | 3.4 | ||
| Wells Fargo & Co/MN | 3.4 | ||
| Oracle Corp | 3.3 | ||
| AbbVie Inc | 3.0 | ||
| Chevron Corp | 2.5 | ||
| Marvell Technology Inc | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 299 | 165.8 |
| (b) Individuals (high net worth individuals) | 33 | 43.1 |
| (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 | 4 | 9.8 |
| (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 | 336 | 218.6 |
| By Discretionary | ||
| Discretionary | 336 | 218.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 336 | 218.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.6 | |
| Total | 336 | 218.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057200] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Slocum Gordon & Co LLP
✚
|
RI | 219.2 M |
|
Forteris Wealth Management Inc
✚
|
NY | 219.0 M |
|
San BLAS Advisory Inc
✚
|
GA | 218.9 M |
|
Vaughan and Company Securities Inc
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NJ | 218.9 M |
|
Foster & Wood Inc
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|
OR | 218.7 M |
|
Capital Consulting & Asset Management Inc
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NE | 218.7 M |
|
Miami Valley Portfolio Management Inc
✚
|
OH | 218.6 M |
|
Kempner Capital Management Inc
✚
|
TX | 218.3 M |
|
Highpass Asset Management LLC
✚
|
CO | 218.2 M |
|
Integrated Wealthcare LLC
✚
|
NC | 218.2 M |