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| Happy Holidays!! thanks for using AUM13F!! |
| NBZ Investment Advisors LLC
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|---|---|
| CRD # | 123902 |
| SEC # | 801-62087 |
| CIK # | 0001998018 |
| AUM | $370.8 M (2025-03-19) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 865-584-1184 |
| Address | 6322 Deane Hill Drive Knoxville, TN 37919 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Nvidia Corp | 2.1 | ||
| American Express Co | 1.7 | ||
| Microsoft Corp | 1.4 | ||
| Alphabet Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Wells Fargo & Co/MN | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 33.0 |
| (b) Individuals (high net worth individuals) | 99 | 337.5 |
| (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 | 2 | 0.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 370.8 |
| By Discretionary | ||
| Discretionary | 486 | 370.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 486 | 370.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.8 | |
| Total | 486 | 370.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001998018] |
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|---|---|---|
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Websterrogers Financial Advisors LLC
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SC | 0.4 |
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Lloyd Advisory Services LLC
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GA | 0.4 |
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OH | 0.4 |
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TX | 0.4 |
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Wakefield Asset Management LLLP
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CO | 0.4 |
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Fiat Wealth Management LLC
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Nikulski Financial Inc
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IA | 0.4 |
|
Plan A Wealth LLC
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NE | 0.4 |
|
Eastover Investment Advisors LLC
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NC | 0.4 |
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Spectrum Wealth Advisory Group LLC
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CA | 0.4 |