|
⚲
|
| Keyboard |
| May William Michael
✚
|
|
|---|---|
| CRD # | 135127 |
| SEC # | 801-121700 |
| CIK # | |
| AUM | 167.0 M (2026-03-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-292-8646 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 166.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 0.3 |
| (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 | 199 | 167.0 |
| By Discretionary | ||
| Discretionary | 199 | 167.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 199 | 167.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.0 | |
| Total | 199 | 167.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lloyd Park LLC
✚
|
167.9 M | |
|
Lilliano Capital Management LLC
✚
|
AZ | 167.9 M |
|
Forty Three Eighteen Advisors LLC
✚
|
AR | 167.8 M |
|
Illuminate Wealth Management LLC
✚
|
IL | 167.6 M |
|
South Texas Capital Advisors LLC
✚
|
TX | 167.2 M |
|
The Monitor Group Inc
✚
|
GA | 167.2 M |
|
SAS Financial Advisors LLC
✚
|
CA | 167.0 M |
|
8th Street Investments LLC
✚
|
VA | 166.9 M |
|
JP Capital Management Inc
✚
|
OR | 166.6 M |
|
Hunter Street Investment Advisors LLC
✚
|
NC | 166.4 M |