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| Neville Rodie & Shaw Inc
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|---|---|
| CRD # | 104969 |
| SEC # | 801-4148 |
| CIK # | 0000071210 |
| AUM | 2,002.8 M (2026-01-07) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-725-1440 |
| Address | 200 Madison Ave New York, NY 10016-3903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000071210 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Rio Tinto PLC | 2.9 | ||
| CSX Corp | 2.7 | ||
| Phillips 66 | 2.7 | ||
| Intuitive Surgical Inc | 2.5 | ||
| UnitedHealth Group Inc | 2.5 | ||
| Wells Fargo & Co/MN | 2.4 | ||
| Texas Instruments Inc | 2.4 | ||
| Northeast Utilities | 2.4 | ||
| Conocophillips | 2.3 | ||
| Ace Ltd | 2.3 | ||
| Amphenol Corp /DE/ | 2.3 | ||
| State Street Corp | 2.3 | ||
| Bloom Energy Corp | 2.3 | ||
| Bristol Myers Squibb Co | 2.3 | ||
| Boeing Co | 2.3 | ||
| Apple Inc | 2.2 | ||
| Cullen Frost Bankers Inc | 2.2 | ||
| Lumentum Holdings Inc | 2.0 | ||
| MKS Instruments Inc | 1.9 | ||
| Verizon Communications Inc | 1.9 | ||
| Deere & Co | 1.9 | ||
| Gilead Sciences Inc | 1.9 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Cisco Systems Inc | 1.8 | ||
| Grainger W W Inc | 1.7 | ||
| Marathon Petroleum Corp | 1.6 | ||
| BB&T Corp | 1.6 | ||
| Nucor Corp | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 0.0 |
| (b) Individuals (high net worth individuals) | 222 | 1.8 |
| (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 | 8 | 0.0 |
| (h) Charitable organizations | 17 | 0.1 |
| (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 | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 811 | 2.0 |
| By Discretionary | ||
| Discretionary | 799 | 2.0 |
| Non-Discretionary | 12 | 0.0 |
| Total | 811 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 811 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000071210] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Boston Family Office LLC
✚
|
MA | 2,019.2 M |
|
Marks Group Wealth Management Inc
✚
|
MN | 2,017.3 M |
|
Albion Management Group
✚
|
UT | 2,013.6 M |
|
Jackson Thornton Wealth Management LLC
✚
|
AL | 2,009.6 M |
|
Avendus Wealth Management Private Limited
✚
|
2,005.9 M | |
|
JNBA Financial Advisors LLC
✚
|
MN | 2,005.1 M |
|
Well Done LLC
✚
|
MI | 2,002.9 M |
|
Corda Investment Management LLC
✚
|
TX | 2,000.1 M |
|
Silveroak Wealth Management LLC
✚
|
MN | 1,998.4 M |
|
The Harbor Group Inc
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|
NH | 1,996.3 M |