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| Kovack Advisors Inc
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|---|---|
| CRD # | 140808 |
| SEC # | 801-63048 |
| CIK # | 0001728321 |
| AUM | $3.7 BB (2023-03-31) |
| Employees | 330 (92% Investors, 89% Brokers) |
| Phone | 954-782-4771 |
| Address | 6451 N Federal Hwy Ft Lauderdale, FL 33308 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 29.7 | |
| AMZN | 1,092,997.8 | 18.9 | |
| MSFT | 1,918,222.4 | 16.0 | |
| XOM | 385,508.3 | 8.5 | |
| IBOC | 2,589.4 | 7.8 | |
| CVX | 294,604.1 | 6.3 | |
| GOOGL | 1,475,138.5 | 6.1 | |
| NVDA | 399,550.0 | 5.7 | |
| TSLA | 723,390.3 | 5.4 | |
| ORCL | 182,760.6 | 4.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,808 | 1.9 |
| (b) Individuals (high net worth individuals) | 951 | 1.3 |
| (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 | 61 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 9 | 0.1 |
| (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 | 181 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 14,593 | 3.7 |
| By Discretionary | ||
| Discretionary | 11,568 | 3.0 |
| Non-Discretionary | 3,025 | 0.7 |
| Total | 14,593 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 3.1 | |
| Total | 14,593 | 3.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001728321] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Kovack Advisors Inc
✚
|
FL | 3.7 |
|
Kovack International Advisors Inc
✚
|
FL | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Northeast Financial Consultants LLC
✚
|
CT | 3.7 |
|
Robertson Stephens Wealth Management LLC
✚
|
CA | 3.7 |
|
Boston Financial Management LLC
✚
|
MA | 3.7 |
|
Cannell & Co
✚
|
NY | 3.6 |
|
Clearwater Advisors LLC
✚
|
ID | 3.6 |
|
Weaver C Barksdale & Associates Inc
✚
|
TN | 3.6 |
|
Bolton Securities Corp
✚
|
MA | 3.6 |
|
FDX Advisors Inc
✚
|
IL | 3.6 |
|
Security Capital Research & Management Incorporated
✚
|
IL | 3.6 |
|
Kingsview Wealth Management LLC
✚
|
OR | 3.6 |