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| Note Advisors LLC
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|---|---|
| CRD # | 171466 |
| SEC # | 801-79807 |
| CIK # | 0002056243 |
| AUM | 437.0 M (2026-03-30) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 716-256-1682 |
| Address | 50 Lakefront Blvd, Suite 215 Buffalo, NY 14202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 1.8 | ||
| McDonalds Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 465 | 173.4 |
| (b) Individuals (high net worth individuals) | 53 | 191.1 |
| (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 | 24 | 72.5 |
| (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 | 1,183 | 437.0 |
| By Discretionary | ||
| Discretionary | 1,170 | 436.6 |
| Non-Discretionary | 13 | 0.4 |
| Total | 1,183 | 437.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 437.0 | |
| Total | 1,183 | 437.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056243] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MN | 437.8 M |
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Herbert J SIMS Capital Management Inc
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Peachtree Wealth Advisors Inc
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PFG Investments LLC
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Ndure Global LLC
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436.7 M | |
|
Blueprint Investing LLC
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|
Financial Asset Management Corp
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|
Chapel Hill Investment Analysts Inc
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