|
⚲
|
| Michels Family Financial LLC
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|
|
|---|---|
| CRD # | 319311 |
| SEC # | 801-125881 |
| CIK # | 0002053733 |
| AUM | $347.9 M (2026-03-02) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 817-719-9999 |
| Address | 6000 Western Place, Suite 380 Fort Worth, TX 76107 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 2.3 | ||
| Coach Inc | 1.6 | ||
| Facebook Inc | 1.6 | ||
| Citigroup Inc | 1.5 | ||
| Apple Inc | 1.5 | ||
| Alphabet Inc | 1.4 | ||
| Nvidia Corp | 1.2 | ||
| Altria Group Inc | 1.2 | ||
| Cisco Systems Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 343 | 164.1 |
| (b) Individuals (high net worth individuals) | 67 | 183.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,391 | 347.9 |
| By Discretionary | ||
| Discretionary | 1,391 | 347.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,391 | 347.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 347.9 | |
| Total | 1,391 | 347.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053733] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gainline Financial Partners LLC
✚
|
MN | 0.3 |
|
Carbon Collective Investing LLC
✚
|
CA | 0.3 |
|
Opal Capital LLC
✚
|
FL | 0.3 |
|
Elliott Cove Capital Management LLC
✚
|
WA | 0.3 |
|
Smartharvest Portfolios LLC
✚
|
0.3 | |
|
WAFD Wealth Inc
✚
|
WA | 0.3 |
|
American Retirement Planning Group Inc
✚
|
NV | 0.3 |
|
NorthStar Asset Management LLC
✚
|
NJ | 0.3 |
|
United Financial Planning Group LLC
✚
|
NY | 0.3 |
|
Pflug Koory LLC
✚
|
NE | 0.3 |