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| Norris Financial Group LLC
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|---|---|
| CRD # | 129422 |
| SEC # | 801-112958 |
| CIK # | 0002129318 |
| AUM | 353.0 M (2026-03-19) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 864-235-6408 |
| Address | 605 N Main Street Greenville, SC 29601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 20.9 | ||
| ETFS Gold Trust | 13.7 | ||
| Apple Inc | 8.0 | ||
| Digitalocean Holdings Inc | 7.2 | ||
| SPDR Gold Trust | 6.5 | ||
| Aurinia Pharmaceuticals Inc | 5.1 | ||
| Argan Inc | 4.8 | ||
| TTM Technologies Inc | 4.3 | ||
| Turning Point Brands Inc | 4.2 | ||
| Micron Technology Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 74.1 |
| (b) Individuals (high net worth individuals) | 78 | 252.3 |
| (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 | 35 | 19.4 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 6 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 894 | 353.0 |
| By Discretionary | ||
| Discretionary | 888 | 352.7 |
| Non-Discretionary | 6 | 0.3 |
| Total | 894 | 353.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 353.0 | |
| Total | 894 | 353.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002129318] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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