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| Happy Holidays!! thanks for using AUM13F!! |
| McBrearty Capital Management Inc
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|---|---|
| CRD # | 108972 |
| SEC # | 801-57187 |
| CIK # | |
| AUM | $244.1 M (2025-02-18) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 865-693-5300 |
| Address | 8901 Sony Lane Knoxville, TN 37923 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 49.8 |
| (b) Individuals (high net worth individuals) | 43 | 188.0 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 3 | 5.4 |
| (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 | 3 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 750 | 244.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 750 | 244.1 |
| Total | 750 | 244.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.1 | |
| Total | 750 | 244.1 |
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|---|---|---|
|
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CA | 0.2 |
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Green Alpha Advisors LLC
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Kaizen Financial Advisors LLC
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Unison Asset Management LLC
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FL | 0.2 |
|
Churchill Financial Advisors LLC
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KY | 0.2 |
|
Spectra Investment Management LLC
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FL | 0.2 |
|
Capital Financial Planners LLC
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|
OR | 0.2 |