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| Happy Holidays!! thanks for using AUM13F!! |
| Kovack Advisors Inc
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| CRD # | 140808 |
| SEC # | 801-63048 |
| CIK # | 0001728321 |
| AUM | $5.5 B (2025-04-28) |
| Employees | 330 (92% Investors, 89% Brokers) |
| Phone | 954-782-4771 |
| Address | 6451 N Federal Hwy Ft Lauderdale, FL 33308 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 54.0 | ||
| Apple Inc | 35.5 | ||
| Amazon Com Inc | 29.4 | ||
| Microsoft Corp | 28.4 | ||
| Vistra Energy Corp | 13.6 | ||
| Alphabet Inc | 13.4 | ||
| Broadcom Inc | 10.9 | ||
| Palo Alto Networks Inc | 10.2 | ||
| Facebook Inc | 9.1 | ||
| International Bancshares Corp | 9.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,405 | 2.7 |
| (b) Individuals (high net worth individuals) | 1,631 | 2.2 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 85 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 4 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 179 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 19,809 | 5.5 |
| By Discretionary | ||
| Discretionary | 17,338 | 4.8 |
| Non-Discretionary | 2,471 | 0.8 |
| Total | 19,809 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 4.8 | |
| Total | 19,809 | 5.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001728321] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Kovack Advisors Inc
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|
FL | 5.5 |
|
Kovack International Advisors Inc
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|
FL | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bordeaux Wealth Advisors LLC
✚
|
CA | 5.6 |
|
Mariner Platform Solutions LLC
✚
|
KS | 5.6 |
|
Grimes & Company Wealth Management LLC
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|
MA | 5.6 |
|
Greycourt & Co Inc
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|
PA | 5.5 |
|
Pentegra Investors Inc
✚
|
NY | 5.5 |
|
Confluence Wealth Services Inc
✚
|
PA | 5.5 |
|
WCG Wealth Advisors LLC
✚
|
NV | 5.4 |
|
First Foundation Advisors
✚
|
CA | 5.4 |
|
Truepoint Inc
✚
|
OH | 5.4 |
|
CUSO Financial Services LP
✚
|
CA | 5.4 |