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| Happy Holidays!! thanks for using AUM13F!! |
| Kesler Norman & Wride LLC
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| CRD # | 307667 |
| SEC # | 801-118514 |
| CIK # | 0001840455 |
| AUM | $618.8 M (2025-06-13) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 801-476-1200 |
| Address | 2225 Washington Blvd Ogden, UT 84401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kroger Co | 25.0 | ||
| Microsoft Corp | 18.1 | ||
| Apple Inc | 14.9 | ||
| Netflix Inc | 11.3 | ||
| Costco Wholesale Corp /NEW | 10.7 | ||
| Nvidia Corp | 10.4 | ||
| Amerisourcebergen Corp | 10.4 | ||
| Broadcom Inc | 9.9 | ||
| Intercontinentalexchange Group Inc | 9.7 | ||
| BlackRock Inc | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 721 | 137.3 |
| (b) Individuals (high net worth individuals) | 188 | 413.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 12.2 |
| (h) Charitable organizations | 3 | 11.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 19.9 |
| (n) Other | 122 | 24.3 |
| Total | 2,322 | 618.8 |
| By Discretionary | ||
| Discretionary | 2,311 | 609.8 |
| Non-Discretionary | 11 | 9.0 |
| Total | 2,322 | 618.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 618.8 | |
| Total | 2,322 | 618.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840455] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MTM Investment Management LLC
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|
SC | 0.6 |
|
Holderness Investments Co
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|
NC | 0.6 |
|
The Patten Group Inc
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|
TN | 0.6 |
|
Northern Financial Advisors Inc
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|
MI | 0.6 |
|
Ridgecrest Wealth Partners LLC
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|
CA | 0.6 |
|
Zenith AM
✚
|
0.6 | |
|
Riverview Capital Advisers LLC
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|
MA | 0.6 |
|
Independent Family Office LLC
✚
|
NY | 0.6 |
|
Saxon Interests Inc
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|
TX | 0.6 |
|
Hughes Financial Services LLC
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|
VA | 0.6 |