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| Processus Wealth & Capital Management LLC
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|---|---|
| CRD # | 155306 |
| SEC # | 801-119425 |
| CIK # | 0002014209 |
| AUM | 249.5 M (2026-01-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 615-656-3745 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 21.6 | ||
| Applied Materials Inc /DE | 12.3 | ||
| Apple Inc | 11.6 | ||
| Amazon Com Inc | 9.2 | ||
| CrowdStrike Holdings Inc | 7.5 | ||
| Alphabet Inc | 7.3 | ||
| Alphabet Inc | 7.2 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Citigroup Inc | 4.9 | ||
| Costco Wholesale Corp /NEW | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 15.7 |
| (b) Individuals (high net worth individuals) | 37 | 233.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 233 | 249.5 |
| By Discretionary | ||
| Discretionary | 233 | 249.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 233 | 249.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.5 | |
| Total | 233 | 249.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002014209] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beadell A D Investment Counsel Inc
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WI | 250.0 M |
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WD Rutherford LLC
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OR | 250.0 M |
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Dean Wealth Partners LLC
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Tidecrest Wealth Management LLC
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Braun-Bostich & Associates Inc
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|
Vandalia Wealth Management Incorporated
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WV | 249.6 M |
|
Prairie Rivers Investments LLC
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IL | 249.3 M |
|
E Batoff & Co Inc
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FL | 249.2 M |
|
Guided Capital Wealth Management LLC
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TX | 249.2 M |