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| NFSG Corporation
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|---|---|
| CRD # | 130814 |
| SEC # | 801-68448 |
| CIK # | 0001879757 |
| AUM | 1,082.6 M (2026-03-02) |
| Employees | 89 (83% Investors, 76% Brokers) |
| Phone | 954-334-3450 |
| Address | 1200 North Federal Highway Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 41.9 | ||
| Apple Inc | 22.7 | ||
| Amazon Com Inc | 22.0 | ||
| Microsoft Corp | 15.5 | ||
| Alphabet Inc | 14.5 | ||
| Facebook Inc | 14.3 | ||
| Broadcom Inc | 13.9 | ||
| CrowdStrike Holdings Inc | 13.4 | ||
| Palantir Technologies Inc | 13.1 | ||
| Tesla Motors Inc | 9.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,271 | 558.3 |
| (b) Individuals (high net worth individuals) | 765 | 473.9 |
| (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 | 20 | 10.1 |
| (h) Charitable organizations | 0 | 3.4 |
| (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 | 40 | 36.1 |
| (n) Other | 0 | 0.9 |
| Total | 3,607 | 1,082.6 |
| By Discretionary | ||
| Discretionary | 3,498 | 1,033.4 |
| Non-Discretionary | 109 | 49.3 |
| Total | 3,607 | 1,082.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 1,080.1 | |
| Total | 3,607 | 1,082.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001879757] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MI | 1,084.3 M |
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|
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|
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OH | 1,082.2 M |
|
Corvus Wealth Advisors LLC
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|
Trebuchet Consulting LLC
✚
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