|
⚲
|
| Keyboard |
| PFC Capital Group Inc
✚
|
|
|---|---|
| CRD # | 110648 |
| SEC # | 801-26253 |
| CIK # | 0002010374 |
| AUM | 262.5 M (2025-10-28) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 310-556-2055 |
| Address | 1901 Avenue of The Stars Los Angeles, CA 90067-6002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 22.4 | ||
| Nvidia Corp | 17.6 | ||
| Microsoft Corp | 17.0 | ||
| Alphabet Inc | 9.9 | ||
| Amazon Com Inc | 9.3 | ||
| Qualcomm Inc/DE | 7.7 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| Lilly Eli & Co | 5.6 | ||
| Home Depot Inc | 5.5 | ||
| Wal Mart Stores Inc | 3.9 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 40.3 |
| (b) Individuals (high net worth individuals) | 55 | 216.6 |
| (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 | 3 | 0.8 |
| (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 | 12 | 0.3 |
| (n) Other | 3 | 4.5 |
| Total | 382 | 262.5 |
| By Discretionary | ||
| Discretionary | 382 | 262.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 382 | 262.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.5 | |
| Total | 382 | 262.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010374] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nerdwallet Wealth Partners LLC
✚
|
NY | 262.8 M |
|
Redwood Financial Network Corp
✚
|
OH | 262.8 M |
|
Semus Wealth Partners LLC
✚
|
FL | 262.7 M |
|
Salus Financial Advisors LLC
✚
|
262.6 M | |
|
Waterstone Financial Advisory LLC
✚
|
FL | 262.5 M |
|
Stark Wealth Management LLC
✚
|
PA | 262.5 M |
|
Charleston Financial Advisors LLC
✚
|
SC | 262.4 M |
|
Trippon Wealth Management Group LLC
✚
|
TX | 262.3 M |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 262.0 M |
|
J Team Financial Inc
✚
|
TX | 262.0 M |