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| Physicians Financial Services Inc
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| CRD # | 118519 |
| SEC # | 801-66583 |
| CIK # | 0001665518 |
| AUM | 482.3 M (2026-03-30) |
| Employees | 6 (50% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 919-863-2355 |
| Address | 100 E Six Forks Road Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001665518 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| International Business Machines Corp | 2.5 | |
| J P Morgan Chase & Co | 2.4 | |
| GE Vernova Inc | 2.3 | |
| Qualcomm Inc/DE | 2.2 | |
| Alphabet Inc | 2.2 | |
| Fedex Corp | 2.2 | |
| 3M Co | 2.1 | |
| Hershey Co | 2.1 | |
| Equinix Inc | 1.9 | |
| Novartis AG | 1.9 | |
| Eaton Corp Ltd | 1.8 | |
| Illinois Tool Works Inc | 1.7 | |
| Advanced Micro Devices Inc | 1.6 | |
| BB&T Corp | 1.6 | |
| Starbucks Corp | 1.4 | |
| Lam Research Corp | 1.4 | |
| Union Pacific Corp | 1.4 | |
| Philip Morris International Inc | 1.4 | |
| Merck & Co Inc | 1.3 | |
| Texas Instruments Inc | 1.3 | |
| American Express Co | 1.2 | |
| Marriott International Inc /MD/ | 1.2 | |
| Bank of America Corp /DE/ | 1.1 | |
| Target Corp | 1.1 | |
| Nucor Corp | 1.1 | |
| Toyota Motor Corp/ | 1.0 | |
| Applied Materials Inc /DE | 1.0 | |
| First Citizens Bancshares Inc /DE/ | 1.0 | |
| Netflix Inc | 0.9 | |
| Boeing Co | 0.9 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 28.1 |
| (b) Individuals (high net worth individuals) | 96 | 419.4 |
| (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 | 15.9 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 0 | 18.7 |
| (n) Other | 0 | 0.0 |
| Total | 569 | 482.3 |
| By Discretionary | ||
| Discretionary | 568 | 478.9 |
| Non-Discretionary | 1 | 3.4 |
| Total | 569 | 482.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 482.3 | |
| Total | 569 | 482.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001665518] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 224 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
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Oakstreet Wealth Management Inc
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IP Financial Advisory Services LLC
✚
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|
Tigeroak Management LLC
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TN | 481.2 M |