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| Happy Holidays!! thanks for using AUM13F!! |
| Proactive Capital Management Inc
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| CRD # | 297791 |
| SEC # | 801-128137 |
| CIK # | |
| AUM | $151.5 M (2025-01-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 785-215-8080 |
| Address | 1414 SW Ashworth Place Topeka, KS 66604 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 54.3 |
| (b) Individuals (high net worth individuals) | 34 | 69.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 22.0 |
| (h) Charitable organizations | 5 | 5.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 601 | 151.5 |
| By Discretionary | ||
| Discretionary | 596 | 129.6 |
| Non-Discretionary | 5 | 22.0 |
| Total | 601 | 151.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.5 | |
| Total | 601 | 151.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fellowship Investment Advisors LLC
✚
|
FL | 0.2 |
|
My Wealth Management Inc
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MD | 0.2 |
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Vine Capital Management LLC
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0.2 | |
|
RG Financial LLC
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|
CA | 0.2 |
|
Fairfax Global Investment Management LLC
✚
|
0.2 | |
|
Titanium Advisors LLC
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|
MA | 0.2 |
|
Florian Financial Group LLC
✚
|
NY | 0.2 |
|
Banyan Global Investment Advisors LLC
✚
|
FL | 0.2 |
|
Granada Wealth Management LLC
✚
|
NC | 0.2 |
|
Strategic Financial Management LLC
✚
|
0.2 |