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| Happy Holidays!! thanks for using AUM13F!! |
| Mutual Advisors LLC
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| CRD # | 167658 |
| SEC # | 801-78089 |
| CIK # | 0002048496, 0001694080 |
| AUM | $6.8 B (2025-07-21) |
| Employees | 189 (65% Investors, 50% Brokers) |
| Phone | 307-439-6357 |
| Address | 9140 W Dodge Road Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002048496 0001694080 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Commerce Bancshares Inc /MO/ | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,399 | 1.8 |
| (b) Individuals (high net worth individuals) | 1,670 | 4.2 |
| (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 | 298 | 0.4 |
| (h) Charitable organizations | 0 | 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 | 96 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 21,515 | 6.8 |
| By Discretionary | ||
| Discretionary | 19,912 | 6.3 |
| Non-Discretionary | 1,603 | 0.5 |
| Total | 21,515 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.7 | |
| Total | 21,515 | 6.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001694080] | |
| D | [0002048496] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RBC Private Counsel USA Inc
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|
6.8 | |
|
Strategic Capital Allocation Group LLC
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|
MA | 6.8 |
|
Coolabah Capital Institutional Investments PTY Limited
✚
|
6.8 | |
|
Clarkston Capital Partners LLC
✚
|
MI | 6.8 |
|
Kornitzer Capital Management Inc
✚
|
KS | 6.8 |
|
Kingsview Wealth Management LLC
✚
|
OR | 6.7 |
|
John W Bristol & Co Inc
✚
|
NY | 6.7 |
|
Composition Wealth LLC
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|
CA | 6.7 |
|
Empirical Financial Services LLC
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|
WA | 6.7 |
|
Callan Family Office LLC
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|
PA | 6.7 |