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| Keyboard |
| Pecaut & Co
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|---|---|
| CRD # | 2997 |
| SEC # | 801-49498 |
| CIK # | 0001597200 |
| AUM | 381.8 M (2025-11-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 712-252-3268 |
| Address | 401 Douglas St, Ste 415 Sioux City, IA 51101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 15.6 | ||
| Texas Pacific Land Corp | 9.8 | ||
| Apple Inc | 9.2 | ||
| Costco Wholesale Corp /NEW | 7.1 | ||
| AutoNation Inc | 5.0 | ||
| Lowes Companies Inc | 4.7 | ||
| Knife River Corp | 4.1 | ||
| Microsoft Corp | 3.1 | ||
| Intercontinentalexchange Group Inc | 2.7 | ||
| White Mountains Insurance Group Ltd | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 70.1 |
| (b) Individuals (high net worth individuals) | 75 | 296.8 |
| (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 | 10 | 11.1 |
| (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 | 2 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 554 | 381.8 |
| By Discretionary | ||
| Discretionary | 549 | 365.0 |
| Non-Discretionary | 5 | 16.7 |
| Total | 554 | 381.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.8 | |
| Total | 554 | 381.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001597200] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Elevate Wealth Advisory Inc
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|
GA | 385.5 M |
|
Realta Investment Advisors Inc
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DE | 385.4 M |
|
Wealth Management Resources Inc
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RI | 385.2 M |
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Vista Investment Partners II LLC
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IN | 383.1 M |
|
The Strategic Financial Alliance Inc
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GA | 382.0 M |
|
Wolff Wiese Magana LLC
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CA | 381.8 M |
|
IMS Capital Management LLC
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|
OR | 380.9 M |
|
Suncoast Capital Management
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|
LA | 380.0 M |
|
Darden Wealth Group Inc
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|
MI | 379.6 M |
|
Keystone Financial Services
✚
|
CO | 379.2 M |