|
⚲
|
| Keyboard |
| McBroom & Associates LLC
✚
|
|
|---|---|
| CRD # | 151187 |
| SEC # | 801-121225 |
| CIK # | 0001908893 |
| AUM | 242.1 M (2026-05-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 702-267-6649 |
| Address | 1635 Village Center Cir Las Vegas, NV 89134-6375 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908893 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.9 | ||
| Lam Research Corp | 13.5 | ||
| Costco Wholesale Corp /NEW | 10.6 | ||
| Palantir Technologies Inc | 10.5 | ||
| O Reilly Automotive Inc | 10.3 | ||
| J P Morgan Chase & Co | 9.3 | ||
| TJX Companies Inc /DE/ | 9.2 | ||
| Apple Inc | 9.1 | ||
| Johnson & Johnson | 8.1 | ||
| SPDR Gold Trust | 8.0 | ||
| Tesla Motors Inc | 7.7 | ||
| Intuitive Surgical Inc | 7.7 | ||
| Dicks Sporting Goods Inc | 7.4 | ||
| Microsoft Corp | 6.7 | ||
| Home Depot Inc | 5.7 | ||
| Tractor Supply Co /DE/ | 5.4 | ||
| Vistra Energy Corp | 5.3 | ||
| Taser International Inc | 3.4 | ||
| Sprouts Farmers Market Inc | 3.0 | ||
| McKesson Corp | 2.0 | ||
| Philip Morris International Inc | 1.3 | ||
| Caterpillar Inc | 1.3 | ||
| Williams Companies Inc | 1.1 | ||
| Williams Sonoma Inc | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 10.3 |
| (b) Individuals (high net worth individuals) | 58 | 218.2 |
| (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 | 4 | 13.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 257 | 242.1 |
| By Discretionary | ||
| Discretionary | 252 | 240.6 |
| Non-Discretionary | 5 | 1.5 |
| Total | 257 | 242.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.4 | |
| United States Persons | 230.7 | |
| Total | 257 | 242.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908893] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blue Spark Capital Advisors LLC
✚
|
NY | 242.8 M |
|
Cladis Investment Advisory LLC
✚
|
MT | 242.6 M |
|
Rayburn West Financial Services LLC
✚
|
TN | 242.6 M |
|
Intelligent Financial Strategies LLC
✚
|
MN | 242.0 M |
|
J P Davis Inc
✚
|
AZ | 242.0 M |
|
Sanchez & Zures LLC
✚
|
VA | 241.9 M |
|
Adolos Asset Management
✚
|
241.8 M | |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 241.7 M |
|
True Measure Wealth Management
✚
|
NE | 241.5 M |
|
Prism Planning Partners LLC
✚
|
IL | 241.5 M |