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| Money Concepts Capital Corp
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| CRD # | 12963 |
| SEC # | 801-39736 |
| CIK # | 0000716851 |
| AUM | $3.3 B (2025-03-20) |
| Employees | 431 (100% Investors, 100% Brokers) |
| Phone | 561-472-2000 |
| Address | 11440 Jog Road Palm Beach Gardens, FL 33418 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000716851 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Village Super Market Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Gilead Sciences Inc | 0.0 | ||
| Cardinal Health Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14,243 | 2.4 |
| (b) Individuals (high net worth individuals) | 430 | 0.8 |
| (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 | 146 | 0.0 |
| (h) Charitable organizations | 33 | 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 | 46 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,898 | 3.3 |
| By Discretionary | ||
| Discretionary | 9,980 | 2.0 |
| Non-Discretionary | 4,918 | 1.3 |
| Total | 14,898 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 14,898 | 3.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000716851] | |
| SC 13G | [0000716851] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Money Concepts Capital Corp | Managed Portfolio Series | [2025-05-07] |
| Money Concepts Capital Corp | Listed Funds Trust | [2024-11-14] |
| Money Concepts Capital Corp | iShares Trust | [2024-11-14] |
| Money Concepts Capital Corp | Fonar Corp | [2024-11-14] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Money Concepts Capital Corp
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|
FL | 3.3 |
|
WIN Advisors Inc
✚
|
FL | 0.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Performance Wealth Partners LLC
✚
|
IL | 3.4 |
|
Apexium Financial LP
✚
|
TX | 3.4 |
|
NFJ Investment Group LLC
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TX | 3.4 |
|
Beaumont Financial Advisors LLC
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MA | 3.4 |
|
Transform Wealth LLC
✚
|
CO | 3.4 |
|
Tandem Investment Advisors Inc
✚
|
SC | 3.4 |
|
CX Institutional LLC
✚
|
IN | 3.3 |
|
Johnson Sterling Inc
✚
|
AL | 3.3 |
|
Founders Financial Securities LLC
✚
|
MD | 3.3 |
|
GFS Advisors LLC
✚
|
TX | 3.3 |