|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Murphy Middleton Hinkle & Parker Inc
✚
|
|
|---|---|
| CRD # | 107861 |
| SEC # | 801-43509 |
| CIK # | 0001730521 |
| AUM | $403.7 M (2025-02-20) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 229-228-1822 |
| Address | 240 South Hansell Street Thomasville, GA 31792 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Capital City Bank Group Inc | 5.8 | ||
| Home Depot Inc | 5.4 | ||
| Microsoft Corp | 4.8 | ||
| Apple Inc | 4.8 | ||
| Wal Mart Stores Inc | 4.5 | ||
| Johnson & Johnson | 4.3 | ||
| Lilly Eli & Co | 3.2 | ||
| Coca Cola Co | 3.2 | ||
| Southern Co | 2.9 | ||
| Procter & Gamble Co | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 44.3 |
| (b) Individuals (high net worth individuals) | 183 | 349.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.8 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,260 | 403.7 |
| By Discretionary | ||
| Discretionary | 1,260 | 403.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,260 | 403.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.7 | |
| Total | 1,260 | 403.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730521] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BCR Wealth Strategies LLC
✚
|
AL | 0.4 |
|
Syrios Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Rialto Wealth Management LLC
✚
|
NY | 0.4 |
|
Arcataur Capital Management LLC
✚
|
WI | 0.4 |
|
Landseer Advisors LLC
✚
|
NJ | 0.4 |
|
RBA Wealth Management LLC
✚
|
CA | 0.4 |
|
Private Wealth Solutions LLC
✚
|
CA | 0.4 |
|
Robinson Smith Wealth Advisors LLC
✚
|
ME | 0.4 |
|
Headland Capital LLC
✚
|
SC | 0.4 |
|
Centered Wealth LLC
✚
|
TX | 0.4 |