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| H S Dreher Capital Management LLC
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|
|---|---|
| CRD # | 104537 |
| SEC # | 801-125002 |
| CIK # | |
| AUM | $119.2 MM (2023-01-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 910-692-4330 |
| Address | 275 SE Broad Street Southern Pines, NC 28387 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 35.0 |
| (b) Individuals (high net worth individuals) | 36 | 79.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.7 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 467 | 119.2 |
| By Discretionary | ||
| Discretionary | 467 | 119.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 467 | 119.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.2 | |
| Total | 467 | 119.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ean Equity Financial Services LLC
✚
|
VA | 0.1 |
|
Wiener Bruce Michael
✚
|
MD | 0.1 |
|
White Knight Strategic Wealth Advisors LLC
✚
|
NJ | 0.1 |
|
Incompass Financial Partners LLC
✚
|
GA | 0.1 |
|
Yoffe Investment Management LLC
✚
|
PA | 0.1 |
|
Bradley & Company Private Wealth Management LLC
✚
|
FL | 0.1 |
|
The Clifford Group LLC
✚
|
MA | 0.1 |
|
Advocate Investing Services LLC
✚
|
MD | 0.1 |
|
Archer Pointe Wealth Management LLC
✚
|
CA | 0.1 |
|
Inman Financial Services Inc
✚
|
OR | 0.1 |