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| Keyboard |
| Money Concepts Capital Corp
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|---|---|
| CRD # | 12963 |
| SEC # | 801-39736 |
| CIK # | 0000716851 |
| AUM | 4,068.0 M (2026-03-24) |
| Employees | 478 (78% Investors, 95% Brokers) |
| Phone | 561-472-2000 |
| Address | 11440 Jog Road Palm Beach Gardens, FL 33418 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Village Super Market Inc | 0.0 | ||
| Sprott Physical Silver Trust | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,296 | 3.0 |
| (b) Individuals (high net worth individuals) | 511 | 1.0 |
| (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 | 143 | 0.0 |
| (h) Charitable organizations | 31 | 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 | 51 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17,032 | 4.1 |
| By Discretionary | ||
| Discretionary | 11,750 | 2.5 |
| Non-Discretionary | 5,282 | 1.6 |
| Total | 17,032 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 17,032 | 4.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000716851] | |
| SC 13G | [0000716851] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Clients | 1,108 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Money Concepts Capital Corp
✚
|
FL | 4,068.0 M |
|
Win Advisors Inc
✚
|
FL | 266.8 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Generation Partners LLP
✚
|
4,120.8 M | |
|
Finaccess Advisors LLC
✚
|
FL | 4,113.6 M |
|
Gerber Kawasaki Inc
✚
|
CA | 4,109.6 M |
|
Performance Wealth Partners LLC
✚
|
IL | 4,092.6 M |
|
Financial Advocates Investment Management
✚
|
WA | 4,074.5 M |
|
Peregrine Capital Management LLC
✚
|
MN | 4,068.2 M |
|
Promanage LLC
✚
|
IL | 4,058.8 M |
|
Thoroughbred Financial Services LLC
✚
|
TN | 4,039.1 M |
|
Apexium Financial LP
✚
|
TX | 4,020.5 M |
|
SNS Financial Group LLC
✚
|
TX | 4,015.9 M |