|
⚲
|
| Keyboard |
| Jericho Financial LLP
✚
|
|
|---|---|
| CRD # | 288801 |
| SEC # | 801-120540 |
| CIK # | 0001841173 |
| AUM | 220.0 M (2026-02-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 614-948-0039 |
| Address | 38A Commerce Park Drive Westerville, OH 43082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001841173 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 8.6 | ||
| Apple Inc | 8.3 | ||
| Nvidia Corp | 7.8 | ||
| Broadcom Inc | 7.6 | ||
| J P Morgan Chase & Co | 7.6 | ||
| Microsoft Corp | 7.5 | ||
| Amazon Com Inc | 7.3 | ||
| Netflix Inc | 7.0 | ||
| Caterpillar Inc | 6.8 | ||
| Facebook Inc | 6.6 | ||
| Visa Inc | 5.8 | ||
| Waste Management Inc | 5.5 | ||
| Aflac Inc | 5.4 | ||
| CrowdStrike Holdings Inc | 5.3 | ||
| Micron Technology Inc | 5.1 | ||
| Chevron Corp | 5.0 | ||
| AbbVie Inc | 4.8 | ||
| Intel Corp | 4.6 | ||
| Tesla Motors Inc | 4.6 | ||
| Salesforce Com Inc | 4.3 | ||
| Costco Wholesale Corp /NEW | 4.2 | ||
| ResMed Inc | 4.1 | ||
| McDonalds Corp | 4.1 | ||
| Abbott Laboratories | 3.5 | ||
| Procter & Gamble Co | 3.4 | ||
| American Water Works Company Inc | 3.0 | ||
| Air Products & Chemicals Inc /DE/ | 2.4 | ||
| American Tower Corp /MA/ | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 361 | 117.3 |
| (b) Individuals (high net worth individuals) | 29 | 80.7 |
| (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 | 6 | 22.1 |
| (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 | 979 | 220.0 |
| By Discretionary | ||
| Discretionary | 979 | 220.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 979 | 220.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.0 | |
| Total | 979 | 220.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841173] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Haverdink Financial Management LLC
✚
|
MI | 220.4 M |
|
BLVD Private Wealth LLC
✚
|
KY | 220.4 M |
|
Lovett Investment Consulting LLC
✚
|
220.3 M | |
|
Cabin Advisors LLC
✚
|
KS | 220.2 M |
|
CornerStone Enterprises LLC
✚
|
WI | 220.2 M |
|
Robert Priske LLC
✚
|
HI | 219.9 M |
|
Clark Monroe Blackman LLC
✚
|
219.9 M | |
|
The Wealth Coach LLC
✚
|
TX | 219.6 M |
|
Wealthplans LLC
✚
|
MD | 219.6 M |
|
Copper Leaf Financial LLC
✚
|
VT | 219.6 M |