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| Happy Holidays!! thanks for using AUM13F!! |
| Helen Stephens Group LLC
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|---|---|
| CRD # | 159594 |
| SEC # | 801-114243 |
| CIK # | 0001895252 |
| AUM | $509.6 M (2025-07-24) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 817-546-6353 |
| Address | 4200 S Hulen St Fort Worth, TX 76109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 5.0 | ||
| Exxon Mobil Corp | 4.9 | ||
| Apple Inc | 2.4 | ||
| Microsoft Corp | 2.3 | ||
| Prosperity Bancshares Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 440.7 |
| (b) Individuals (high net worth individuals) | 144 | 61.4 |
| (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 | 6 | 7.5 |
| (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 | 961 | 509.6 |
| By Discretionary | ||
| Discretionary | 955 | 502.1 |
| Non-Discretionary | 6 | 7.5 |
| Total | 961 | 509.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 509.6 | |
| Total | 961 | 509.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001895252] |
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|---|---|---|
|
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MO | 0.5 |
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Greater Midwest Financial Group LLC
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MN | 0.5 |
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Miramar Capital LLC
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Prostatis Group LLC
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McElhenny Sheffield Capital Management LLC
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Tiempo Capital Partners LLC
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FL | 0.5 |
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Argonautica Private Wealth Management Inc
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MA | 0.5 |