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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| H S Dreher Capital Management LLC
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|---|---|
| CRD # | 104537 |
| SEC # | 801-125002 |
| CIK # | |
| AUM | $135.9 M (2025-03-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 910-692-4330 |
| Address | 275 SE Broad Street Southern Pines, NC 28387 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 41.8 |
| (b) Individuals (high net worth individuals) | 38 | 86.3 |
| (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 | 4 | 7.3 |
| (h) Charitable organizations | 2 | 0.5 |
| (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 | 488 | 135.9 |
| By Discretionary | ||
| Discretionary | 488 | 135.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 488 | 135.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.9 | |
| Total | 488 | 135.9 |
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|---|---|---|
|
Unified Investment Management LLC
✚
|
GA | 0.1 |
|
Drystone LLC
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0.1 | |
|
Sustainable Investment Solutions LLC
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|
Invariant Investment Management LLC
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PA | 0.1 |
|
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|
Credentialed Wealth Advisors LLC
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|
Cedarwood Wealth LLC
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|
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|
Downshift Financial LLC
✚
|
0.1 | |
|
Game Plan Advisors Inc
✚
|
TX | 0.1 |
|
Preston F Sanders CHFC LLC
✚
|
GA | 0.1 |