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| Happy Holidays!! thanks for using AUM13F!! |
| Laurel Wealth Advisors LLC
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| CRD # | 118469 |
| SEC # | 801-69151 |
| CIK # | 0001666179, 0001757128 |
| AUM | $972.7 M (2025-07-15) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 704-927-4379 |
| Address | 1355 Greenwood Cliff Charlotte, NC 28204 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001666179 0001757128 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lazard Ltd | 0.3 | ||
| CBOE Holdings Inc | 0.3 | ||
| Amerisourcebergen Corp | 0.3 | ||
| Equifax Inc | 0.3 | ||
| Federal Agricultural Mortgage Corp | 0.3 | ||
| Brookfield Infrastructure Corp | 0.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.3 | ||
| Babcock & Wilcox Co | 0.2 | ||
| Rio Tinto PLC | 0.2 | ||
| Regions Financial Corp | 0.2 | ||
| Intercontinentalexchange Group Inc | 0.2 | ||
| Comstock Resources Inc | 0.2 | ||
| MAG Silver Corp | 0.2 | ||
| Standex International Corp/De/ | 0.2 | ||
| Bank of America Corp /DE/ | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 361 | 136.4 |
| (b) Individuals (high net worth individuals) | 187 | 766.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 11 | 18.6 |
| (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 | 13 | 50.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,394 | 972.7 |
| By Discretionary | ||
| Discretionary | 1,391 | 968.4 |
| Non-Discretionary | 3 | 4.2 |
| Total | 1,394 | 972.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 972.7 | |
| Total | 1,394 | 972.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001666179] | |
| 13F-HR | [0001757128] |
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