|
⚲
|
| Keyboard |
| Prime Capital Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 288712 |
| SEC # | 801-110709 |
| CIK # | 0001731446 |
| AUM | 39.14 B (2026-06-01) |
| Employees | 460 (57% Investors, 14% Brokers) |
| Phone | 800-493-6226 |
| Address | 6201 College Blvd Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,558 | 5.8 |
| (b) Individuals (high net worth individuals) | 5,571 | 13.0 |
| (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 | 1 | 1.8 |
| (g) Pension and profit sharing plans | 1,378 | 17.7 |
| (h) Charitable organizations | 75 | 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 | 382 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 55,376 | 39.1 |
| By Discretionary | ||
| Discretionary | 32,014 | 19.6 |
| Non-Discretionary | 23,362 | 19.6 |
| Total | 55,376 | 39.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 39.1 | |
| Total | 55,376 | 39.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731446] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1,816 |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Prime Capital Investment Advisors LLC
✚
|
KS | 39.14 B |
|
Fiduciary Investment Trusts LLC
✚
|
KS |
| Comparable Firms | State | AUM |
|---|---|---|
|
Private Advisor Group LLC
✚
|
NJ | 44.33 B |
|
Newedge Advisors LLC
✚
|
LA | 43.21 B |
|
Equitable Advisors LLC
✚
|
NY | 42.48 B |
|
Mawer Investment Management Ltd
✚
|
40.94 B | |
|
Voya Investment Management LLC
✚
|
GA | 38.77 B |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 37.93 B |
|
SageView Advisory Group LLC
✚
|
CA | 37.50 B |
|
Focus Partners Advisor Solutions LLC
✚
|
MO | 36.41 B |
|
Sanctuary Advisors LLC
✚
|
FL | 34.88 B |
|
Allworth Financial LP
✚
|
CA | 33.55 B |