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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 ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/12/2026) [Brochure] |
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Item 5: Fees and Compensation
Please refer to the Brokerage Practices section (Item 12) for additional information regarding the
firm’s brokerage practices.
D. External Compensation for the Sale of Securities to Clients
PMIA advisory professionals are compensated solely through a salary and bonus structure. PMIA
is not paid any sales, service or administrative fees for the sale of mutual funds or any other
investment products with respect to managed advisory assets.
Part 2A of Form ADV: Patrick Mauro Investment Advisor, Inc. Brochure |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/12/2026) [Brochure] |
|---|
Item 7: Types of Clients
PMIA manages accounts of individuals (including their Individual Retirement Accounts, known as
IRAs), pension and profit sharing plans, trusts, estates, charitable organizations, corporations or
any kind of legal business entity such as partnerships, LLC, LLP, etc.). Other types of clients are
guardians of persons and estates, custodians for individuals (including minors).
This firm has no minimum asset size required of the client before this firm engages in
management activities.
Part 2A of Form ADV: Patrick Mauro Investment Advisor, Inc. Brochure |
| Sector | Form 13F Holdings | Value ($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 |
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|
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|
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