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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mitchell McLeod Pugh & Williams Inc
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| CRD # | 138240 |
| SEC # | 801-65005 |
| CIK # | 0001632105 |
| AUM | $2.3 B (2025-03-28) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 251-471-2027 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.3 | ||
| Microsoft Corp | 18.2 | ||
| Nvidia Corp | 13.9 | ||
| J P Morgan Chase & Co | 9.2 | ||
| Broadcom Inc | 8.2 | ||
| Amazon Com Inc | 7.7 | ||
| Southern Co | 6.3 | ||
| Servisfirst Bancshares Inc | 6.1 | ||
| Home Depot Inc | 5.4 | ||
| Alphabet Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 0.1 |
| (b) Individuals (high net worth individuals) | 379 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 68 | 0.7 |
| (h) Charitable organizations | 12 | 0.1 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,176 | 2.3 |
| By Discretionary | ||
| Discretionary | 2,096 | 1.6 |
| Non-Discretionary | 80 | 0.6 |
| Total | 2,176 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 2,176 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632105] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rothschild Investment LLC
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|
IL | 2.3 |
|
LarrainVial Asset Management Administradora General de Fondos Sa
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|
2.3 | |
|
Embree Financial Group
✚
|
IL | 2.3 |
|
Phillips and Company Advisors LLC
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|
OR | 2.3 |
|
EFS Advisors LLC
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|
MN | 2.3 |
|
Stonebridge Capital Advisors LLC
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|
MN | 2.3 |
|
Garde Capital Inc
✚
|
WA | 2.3 |
|
Hilltop Securities Inc
✚
|
TX | 2.3 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
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|
IL | 2.2 |
|
Multnomah Group Inc
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|
OR | 2.2 |