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| Patrick Mauro Investment Advisor Inc
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|---|---|
| CRD # | 122742 |
| SEC # | 801-113346 |
| CIK # | 0001953787 |
| AUM | 212.1 M (2026-03-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 630-789-3374 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CME Group Inc | 14.1 | ||
| Watsco Inc | 12.8 | ||
| Verizon Communications Inc | 12.3 | ||
| Pfizer Inc | 11.6 | ||
| Microsoft Corp | 9.0 | ||
| McDonalds Corp | 8.3 | ||
| CNA Financial Corp | 7.4 | ||
| Kimberly Clark Corp | 7.2 | ||
| Linde PLC | 7.1 | ||
| Automatic Data Processing Inc | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 22.0 |
| (b) Individuals (high net worth individuals) | 58 | 190.1 |
| (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 | 0 | 0.0 |
| (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 | 258 | 212.1 |
| By Discretionary | ||
| Discretionary | 258 | 212.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 258 | 212.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 211.8 | |
| Total | 258 | 212.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001953787] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Floyd Benjamin Joseph
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TX | 213.5 M |
|
Cedarwood Wealth LLC
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|
Sequoia Swiss Financial Advisors AG
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|
Bravias Capital Group LLC
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|
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|
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|
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|
TX | 211.3 M |
|
Halbert Wealth Management Inc
✚
|
TX | 211.2 M |
|
Renaud & Company LLC
✚
|
MO | 210.7 M |
|
Parkstone Wealth Management LLC
✚
|
TX | 210.6 M |