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| Keyboard |
| Mitchell McLeod Pugh & Williams Inc
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|---|---|
| CRD # | 138240 |
| SEC # | 801-65005 |
| CIK # | 0001632105 |
| AUM | 2,657.6 M (2026-03-26) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 251-471-2027 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.0 | ||
| Nvidia Corp | 16.1 | ||
| Microsoft Corp | 15.9 | ||
| Alphabet Inc | 11.7 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Amazon Com Inc | 9.0 | ||
| Broadcom Inc | 8.6 | ||
| Caterpillar Inc | 7.4 | ||
| Johnson & Johnson | 6.8 | ||
| Southern Co | 6.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 538 | 0.2 |
| (b) Individuals (high net worth individuals) | 397 | 1.6 |
| (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 | 76 | 0.8 |
| (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 | 2,420 | 2.7 |
| By Discretionary | ||
| Discretionary | 2,333 | 1.9 |
| Non-Discretionary | 87 | 0.7 |
| Total | 2,420 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 2,420 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632105] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
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