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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pinion Investment Advisors LLC
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| CRD # | 114556 |
| SEC # | 801-63322 |
| CIK # | 0001738738 |
| AUM | $649.0 M (2025-04-16) |
| Employees | 12 (58% Investors, 33% Brokers) |
| Phone | 316-682-8344 |
| Address | 1605 North Waterfront Parkway Wichita, KS 67206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.2 | ||
| Tesla Motors Inc | 4.5 | ||
| Nvidia Corp | 4.0 | ||
| Apple Inc | 3.2 | ||
| Amazon Com Inc | 3.1 | ||
| Alphabet Inc | 3.0 | ||
| Broadcom Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.9 | ||
| VISA Inc | 2.3 | ||
| Wal Mart Stores Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 89.9 |
| (b) Individuals (high net worth individuals) | 105 | 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 | 3 | 1.1 |
| (h) Charitable organizations | 5 | 6.1 |
| (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 | 112 | 255.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,340 | 649.0 |
| By Discretionary | ||
| Discretionary | 1,319 | 615.9 |
| Non-Discretionary | 21 | 33.1 |
| Total | 1,340 | 649.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 649.0 | |
| Total | 1,340 | 649.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001738738] |
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|---|---|---|
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CO | 0.7 |
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0.6 | |
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Carr Financial Group Corporation
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CA | 0.6 |
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Roman Butler Fullerton & Co
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MO | 0.6 |
|
Carrera Capital Advisors LLC
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MI | 0.6 |
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Smith & Howard Wealth Management LLC
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GA | 0.6 |