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| Mitchell McLeod Pugh & Williams Inc
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|---|---|
| CRD # | 138240 |
| SEC # | 801-65005 |
| CIK # | 0001632105 |
| AUM | $2.7 B (2026-03-26) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 251-471-2027 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001632105 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.0 | ||
| Nvidia Corp | 16.1 | ||
| Microsoft Corp | 15.9 | ||
| Alphabet Inc | 11.7 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Amazon Com Inc | 9.0 | ||
| Broadcom Inc | 8.6 | ||
| Caterpillar Inc | 7.4 | ||
| Johnson & Johnson | 6.8 | ||
| Southern Co | 6.5 | ||
| Wal Mart Stores Inc | 6.3 | ||
| Lilly Eli & Co | 5.7 | ||
| Servisfirst Bancshares Inc | 5.7 | ||
| Chevron Corp | 4.9 | ||
| Home Depot Inc | 4.9 | ||
| Tesla Motors Inc | 4.7 | ||
| Applied Materials Inc /DE | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Analyst Portfolio Management Ltd
✚
|
2.7 | |
|
Main Street Research LLC
✚
|
CT | 2.7 |
|
Multnomah Group Inc
✚
|
OR | 2.7 |
|
Legacy Wealth Management Inc
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|
TN | 2.7 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 2.7 |
|
Garde Capital Inc
✚
|
WA | 2.7 |
|
Embree Financial Group
✚
|
IL | 2.6 |
|
Jacobi Capital Management LLC
✚
|
PA | 2.6 |
|
Phillips Financial Management LLC
✚
|
IN | 2.6 |
|
First Citizens Investor Services Inc
✚
|
NC | 2.6 |