|
⚲
|
| Prime Capital Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 288712 |
| SEC # | 801-110709 |
| CIK # | 0001731446 |
| AUM | $24.4 BB (2024-08-09) |
| Employees | 353 (56% Investors, 20% Brokers) |
| Phone | 800-493-6226 |
| Address | 6201 College Blvd Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001731446 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.2 | |
| Microsoft Corp | 1,918.2 | 0.1 | |
| Nvidia Corp | 399.6 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Lilly Eli & Co | 301.8 | 0.1 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,240 | 6.1 |
| (b) Individuals (high net worth individuals) | 1,249 | 4.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.6 |
| (g) Pension and profit sharing plans | 947 | 12.6 |
| (h) Charitable organizations | 13 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 146 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 30,635 | 24.4 |
| By Discretionary | ||
| Discretionary | 28,936 | 14.3 |
| Non-Discretionary | 1,699 | 10.0 |
| Total | 30,635 | 24.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.4 | |
| Total | 30,635 | 24.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731446] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Prime Capital Investment Advisors LLC
✚
|
KS | 24.4 |
|
Fiduciary Investment Trusts LLC
✚
|
KS | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cliffwater LLC
✚
|
CA | 26.7 |
|
Savant Capital LLC
✚
|
IL | 26.3 |
|
Capital Advisors Group Inc
✚
|
MA | 25.9 |
|
The Ayco Company LP
✚
|
NY | 25.9 |
|
Addenda Capital Inc
✚
|
25.2 | |
|
Marquette Associates Inc
✚
|
IL | 23.0 |
|
Clearstead Advisors LLC
✚
|
OH | 22.4 |
|
EP Wealth Advisors LLC
✚
|
CA | 22.3 |
|
Sanctuary Advisors LLC
✚
|
IN | 22.0 |
|
Cetera Advisors LLC
✚
|
CO | 22.0 |