|
⚲
|
| Keyboard |
| Howard Bailey Securities LLC
✚
|
|
|---|---|
| CRD # | 282712 |
| SEC # | 801-114636 |
| CIK # | 0002043986 |
| AUM | 582.8 M (2026-03-31) |
| Employees | 46 (33% Investors, 0% Brokers) |
| Phone | 260-482-9559 |
| Address | 5916 Covington Rd Fort Wayne, IN 46804 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.3 | ||
| Apple Inc | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,617 | 403.7 |
| (b) Individuals (high net worth individuals) | 83 | 169.9 |
| (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 | 53 | 7.3 |
| (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 | 3 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,056 | 582.8 |
| By Discretionary | ||
| Discretionary | 4,056 | 582.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,056 | 582.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 582.8 | |
| Total | 4,056 | 582.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002043986] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kreitler Financial LLC
✚
|
CT | 584.9 M |
|
Wellspring Wealth Management LLC
✚
|
GA | 584.8 M |
|
Twin Peaks Wealth Advisors LLC
✚
|
584.8 M | |
|
Freedom Fiduciaries LLC
✚
|
ID | 584.6 M |
|
Hobbs Group Advisors LLC
✚
|
SC | 584.4 M |
|
Fortress Private Ledger LLC
✚
|
NC | 584.0 M |
|
Rowling & Associates LLC
✚
|
CA | 583.0 M |
|
Addison Advisors LLC
✚
|
VT | 582.7 M |
|
55 North Private Wealth LLC
✚
|
FL | 581.3 M |
|
RTW Financial Advisors Inc
✚
|
TX | 581.0 M |