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| Kesler Norman & Wride LLC
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| CRD # | 307667 |
| SEC # | 801-118514 |
| CIK # | 0001840455 |
| AUM | 661.4 M (2026-06-24) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-476-1200 |
| Address | 2225 Washington Blvd Ogden, UT 84401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001840455 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kroger Co | 19.2 | ||
| Apple Inc | 17.4 | ||
| Microsoft Corp | 13.3 | ||
| Analog Devices Inc | 12.1 | ||
| Broadcom Inc | 10.4 | ||
| Amerisourcebergen Corp | 10.3 | ||
| Costco Wholesale Corp /NEW | 10.2 | ||
| Harris Corp /DE/ | 10.1 | ||
| Nvidia Corp | 9.7 | ||
| Wal Mart Stores Inc | 9.6 | ||
| General Dynamics Corp | 8.9 | ||
| Parker Hannifin Corp | 8.7 | ||
| Netflix Inc | 8.6 | ||
| Ace Ltd | 8.6 | ||
| BlackRock Inc | 8.3 | ||
| Cisco Systems Inc | 7.9 | ||
| Lowes Companies Inc | 7.8 | ||
| Amgen Inc | 7.8 | ||
| Intercontinentalexchange Group Inc | 7.8 | ||
| Phillips 66 | 7.5 | ||
| Lockheed Martin Corp | 7.3 | ||
| FPL Group Inc | 7.1 | ||
| Union Pacific Corp | 6.7 | ||
| Mastercard Inc | 6.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 748 | 172.7 |
| (b) Individuals (high net worth individuals) | 183 | 447.8 |
| (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 | 15 | 14.6 |
| (h) Charitable organizations | 8 | 14.8 |
| (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 | 7 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,122 | 661.4 |
| By Discretionary | ||
| Discretionary | 2,117 | 659.3 |
| Non-Discretionary | 5 | 2.1 |
| Total | 2,122 | 661.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 661.4 | |
| Total | 2,122 | 661.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840455] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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