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| Middleton & Company
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| CRD # | 284996 |
| SEC # | 801-131399 |
| CIK # | 0000919497, 0001614345 |
| AUM | 131.3 M (2026-04-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 360-524-3517 |
| Address | 1111 Main Street, Suite 630 Vancouver, WA 98660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000919497 0001614345 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 59.7 | ||
| Apple Inc | 56.9 | ||
| Amazon Com Inc | 51.1 | ||
| Broadcom Inc | 39.8 | ||
| Costco Wholesale Corp /NEW | 24.4 | ||
| Visa Inc | 21.4 | ||
| Microsoft Corp | 21.2 | ||
| J P Morgan Chase & Co | 21.1 | ||
| O Reilly Automotive Inc | 18.5 | ||
| AbbVie Inc | 17.0 | ||
| Palo Alto Networks Inc | 16.2 | ||
| FPL Group Inc | 16.1 | ||
| Merck & Co Inc | 14.7 | ||
| Danaher Corp /DE/ | 13.0 | ||
| Nvidia Corp | 12.9 | ||
| Equinix Inc | 12.1 | ||
| Lilly Eli & Co | 11.9 | ||
| ServiceNow Inc | 11.5 | ||
| Salesforce Com Inc | 11.2 | ||
| Qualcomm Inc/DE | 11.0 | ||
| McGraw-Hill Companies Inc | 11.0 | ||
| Steris PLC | 10.6 | ||
| Intuit Inc | 10.0 | ||
| Xylem Inc | 9.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 41.3 |
| (b) Individuals (high net worth individuals) | 43 | 90.0 |
| (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 | 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 | 388 | 131.3 |
| By Discretionary | ||
| Discretionary | 388 | 131.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 388 | 131.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.3 | |
| Total | 388 | 131.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000919497] | |
| 3 | [0001614345] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Middleton International Ltd | |
| BRC Group Holdings Inc |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brighton Wealth Management Inc
✚
|
UT | 131.9 M |
|
Tublin - Difusco Advisors Inc
✚
|
131.9 M | |
|
Laminar Wealth LLC
✚
|
MO | 131.8 M |
|
Nest Investments LLC
✚
|
PA | 131.7 M |
|
Benchmark Financial LLC
✚
|
DE | 131.6 M |
|
Warm Springs Advisors Inc
✚
|
CA | 131.3 M |
|
Stawnychy Financial Services Inc
✚
|
NJ | 131.2 M |
|
Bison Wealth Management LLC
✚
|
OH | 131.0 M |
|
DMK Advisor Group Inc
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|
FL | 130.8 M |
|
Open Source Investments LLC
✚
|
130.7 M |