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| Kerr Financial Planning Corporation
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|---|---|
| CRD # | 277142 |
| SEC # | 801-133713 |
| CIK # | 0002095947 |
| AUM | 131.0 M (2026-05-06) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 559-277-4772 |
| Address | 7255 N First Street, Suite 101 Fresno, CA 93720 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002095947 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 4.6 | ||
| Nvidia Corp | 4.5 | ||
| Apple Inc | 4.2 | ||
| Advanced Micro Devices Inc | 3.0 | ||
| Amazon Com Inc | 2.8 | ||
| Marvell Technology Inc | 1.5 | ||
| Applied Materials Inc /DE | 1.3 | ||
| Palantir Technologies Inc | 1.3 | ||
| Alphabet Inc | 0.9 | ||
| Corning Inc /NY | 0.9 | ||
| Micron Technology Inc | 0.9 | ||
| ARM Holdings PLC /UK | 0.9 | ||
| CrowdStrike Holdings Inc | 0.8 | ||
| Microsoft Corp | 0.8 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Rambus Inc | 0.8 | ||
| UMB Financial Corp | 0.7 | ||
| GS Acquisition Holdings Corp | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 412 | 12.6 |
| (b) Individuals (high net worth individuals) | 131 | 115.4 |
| (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 | 0 | 0.0 |
| (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 | 7 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 904 | 131.0 |
| By Discretionary | ||
| Discretionary | 904 | 131.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 904 | 131.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.0 | |
| Total | 904 | 131.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002095947] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Imprint Wealth LLC
✚
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1st Discount Brokerage Inc
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|
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|
Layline Advisors LLC
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|
Seattle Wealth Management LLC
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|
Steeloaks Investment Advisers Inc
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|
Family Wealth Partners LLC
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NC | 130.9 M |
|
Crescent City Retirement Group LLC
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|
LA | 130.9 M |
|
Mench Financial Inc
✚
|
OH | 130.6 M |
|
Agemy Wealth Advisors LLC
✚
|
CO | 130.5 M |