|
⚲
|
| Money Concepts Capital Corp
✚
|
|
|---|---|
| CRD # | 12963 |
| SEC # | 801-39736 |
| CIK # | 0000716851 |
| AUM | $2.6 BB (2023-03-21) |
| Employees | 429 (100% Investors, 100% Brokers) |
| Phone | 561-472-2000 |
| Address | 11440 North Jog Road Palm Beach Gardens, FL 33418-3764 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MCD | 179.6 | 0.1 | |
| LMT | 112.0 | 0.0 | |
| KMB | 44.7 | 0.0 | |
| PEP | 226.8 | 0.0 | |
| JNJ | 465.6 | 0.0 | |
| SO | 75.0 | 0.0 | |
| PG | 338.1 | 0.0 | |
| CAH | 14.7 | 0.0 | |
| LNT | 14.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14,502 | 2.2 |
| (b) Individuals (high net worth individuals) | 230 | 0.4 |
| (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 | 139 | 0.0 |
| (h) Charitable organizations | 41 | 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 | 43 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,957 | 2.6 |
| By Discretionary | ||
| Discretionary | 8,313 | 1.5 |
| Non-Discretionary | 6,644 | 1.2 |
| Total | 14,957 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 14,957 | 2.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000716851] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Money Concepts Capital Corp
✚
|
FL | 2.6 |
|
WIN Advisors Inc
✚
|
FL | 0.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Anchor Capital Advisors LLC
✚
|
MA | 2.7 |
|
McInroy & Wood Limited
✚
|
2.7 | |
|
Valor Advisors LLC
✚
|
FL | 2.7 |
|
Pine Ridge Advisers LLC
✚
|
NY | 2.7 |
|
Evensky & Katz LLC
✚
|
FL | 2.6 |
|
G W Henssler & Associates Ltd
✚
|
GA | 2.6 |
|
Tectonic Advisors LLC
✚
|
TX | 2.6 |
|
Cardea Capital Group Inc
✚
|
GA | 2.6 |
|
Coastal Bridge Advisors LLC
✚
|
CT | 2.6 |
|
Sagewood Asset Management LP
✚
|
NY | 2.6 |