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| Professional Advisory Services Inc
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|---|---|
| CRD # | 105397 |
| SEC # | 801-14090 |
| CIK # | 0000894205 |
| AUM | 1,258.7 M (2026-03-27) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 772-778-0552 |
| Address | 2770 Indian River Blvd Vero Beach, FL 32960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.0 | ||
| Procter & Gamble Co | 1.7 | ||
| Rockwell Automation Inc | 1.2 | ||
| AbbVie Inc | 1.1 | ||
| Merck & Co Inc | 1.0 | ||
| Home Depot Inc | 0.9 | ||
| Cisco Systems Inc | 0.9 | ||
| Oracle Corp | 0.9 | ||
| International Business Machines Corp | 0.8 | ||
| Boeing Co | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 344 | 198.9 |
| (b) Individuals (high net worth individuals) | 252 | 1,015.7 |
| (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 | 6 | 20.3 |
| (h) Charitable organizations | 10 | 8.1 |
| (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 | 10 | 15.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,234 | 1,258.7 |
| By Discretionary | ||
| Discretionary | 1,234 | 1,258.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,234 | 1,258.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,258.7 | |
| Total | 1,234 | 1,258.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000894205] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Retail |
| LEI | 254900PQ2RS6WDOYA541 |
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