|
⚲
|
| Keyboard |
| Letson Investment Management Inc
✚
|
|
|---|---|
| CRD # | 125830 |
| SEC # | 801-130106 |
| CIK # | 0002078069 |
| AUM | 296.3 M (2026-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 404-237-7794 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002078069 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 24.2 | ||
| Johnson & Johnson | 19.3 | ||
| Visa Inc | 16.3 | ||
| Abbott Laboratories | 11.2 | ||
| Loews Corp | 11.0 | ||
| American Express Co | 9.5 | ||
| Accenture PLC | 8.7 | ||
| PepsiCo Inc | 7.5 | ||
| Stryker Corp | 7.0 | ||
| Merck & Co Inc | 6.4 | ||
| McDonalds Corp | 6.2 | ||
| Union Pacific Corp | 5.4 | ||
| Bank of America Corp /DE/ | 5.3 | ||
| Ingersoll-Rand PLC | 5.1 | ||
| Automatic Data Processing Inc | 4.7 | ||
| Carrier Global Corp | 4.7 | ||
| Amgen Inc | 4.6 | ||
| Canadian National Railway Co | 4.5 | ||
| Paychex Inc | 4.4 | ||
| Intuit Inc | 4.2 | ||
| Ace Ltd | 3.9 | ||
| Equifax Inc | 3.6 | ||
| Fiserv Inc | 3.5 | ||
| Northrop Grumman Corp /DE/ | 3.2 | ||
| J P Morgan Chase & Co | 3.1 | ||
| United Technologies Corp /DE/ | 3.0 | ||
| Illinois Tool Works Inc | 2.7 | ||
| Philip Morris International Inc | 2.6 | ||
| Generac Holdings Inc | 2.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 6.9 |
| (b) Individuals (high net worth individuals) | 76 | 289.4 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 105 | 296.3 |
| By Discretionary | ||
| Discretionary | 105 | 296.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 105 | 296.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.3 | |
| Total | 105 | 296.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002078069] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Interwealth Management LLC
✚
|
AZ | 298.0 M |
|
Innovative Asset Advisors Group LLC
✚
|
CT | 297.9 M |
|
Stern Capital Management Inc
✚
|
NJ | 297.7 M |
|
Beacon Financial Advisors Ltd
✚
|
TX | 296.9 M |
|
Fearless Solutions LLC
✚
|
TX | 296.4 M |
|
The Yanker Group Inc
✚
|
MO | 296.4 M |
|
Alpha Capital Family Office LLC
✚
|
CO | 295.9 M |
|
Trace Wealth Advisors LLC
✚
|
295.0 M | |
|
Christensen King & Associates Investment Services Inc
✚
|
WA | 294.3 M |
|
Baugh & Associates LLC
✚
|
GA | 294.2 M |