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| Kovack Advisors Inc
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| |
|---|---|
| CRD # | 140808 |
| SEC # | 801-63048 |
| CIK # | 0001728321 |
| AUM | $4.3 BB (2024-03-29) |
| Employees | 315 (95% Investors, 92% Brokers) |
| Phone | 954-782-4771 |
| Address | 6451 N Federal Hwy Ft Lauderdale, FL 33308 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 46.8 | |
| AAPL | 2,382,844.0 | 38.8 | |
| MSFT | 1,918,222.4 | 27.0 | |
| AMZN | 1,092,997.8 | 26.5 | |
| GOOGL | 1,475,138.5 | 15.8 | |
| CVX | 294,604.1 | 10.5 | |
| XOM | 385,508.3 | 9.7 | |
| PANW | 49,011.6 | 9.0 | |
| IBOC | 2,589.4 | 8.9 | |
| VST | 10,039.9 | 7.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,733 | 2.0 |
| (b) Individuals (high net worth individuals) | 1,207 | 1.7 |
| (c) Banking or thrift institutions | 1 | 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 | 121 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 4 | 0.2 |
| (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 | 170 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 18,409 | 4.3 |
| By Discretionary | ||
| Discretionary | 15,564 | 3.5 |
| Non-Discretionary | 2,845 | 0.8 |
| Total | 18,409 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 3.7 | |
| Total | 18,409 | 4.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001728321] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Kovack Advisors Inc
✚
|
FL | 4.3 |
|
Kovack International Advisors Inc
✚
|
FL | 0.0 |
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