Hardworking Capital Advisors LLC

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Assets, Funds, Holdings

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Hardworking Capital Advisors LLC
CRD #226760
SEC #801-112113
CIK #0002098583
AUM 206.0 M (2026-03-23)
Employees 2 (100% Investors, 50% Brokers)
Fees
Minimum
Phone760-340-3277
Address34220 Gateway Drive
Palm Desert, CA 92211
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 4.7
Amazon Com Inc 2.8
Alphabet Inc 2.1
Microsoft Corp 1.8
Amgen Inc 1.5
Intercontinentalexchange Group Inc 1.3
McDonalds Corp 1.3
Tractor Supply Co /DE/ 1.2
Wal Mart Stores Inc 1.2
PepsiCo Inc 1.2
View All
Holdings by Sector ($M)
1209672482402025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 216 76.3
(b) Individuals (high net worth individuals) 53 113.7
(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 13 15.8
(h) Charitable organizations 1 0.1
(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 1 0.1
(n) Other 0 0.0
Total 871 206.0
By Discretionary
Discretionary 871 206.0
Non-Discretionary 0 0.0
Total 871 206.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 206.0
Total 871 206.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002098583]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients4
ServesInstitutional, Retail
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