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| Prudent Man Advisors LLC
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|---|---|
| CRD # | 301973 |
| SEC # | 801-115313 |
| CIK # | 0001817174 |
| AUM | 30.59 B (2026-04-30) |
| Employees | 157 (52% Investors, 46% Brokers) |
| Phone | 630-657-6400 |
| Address | 2135 Citygate Lane Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.8 | ||
| Apple Inc | 11.2 | ||
| Microsoft Corp | 8.2 | ||
| Alphabet Inc | 8.1 | ||
| Amazon Com Inc | 7.7 | ||
| J P Morgan Chase & Co | 6.1 | ||
| Broadcom Inc | 5.3 | ||
| Facebook Inc | 4.4 | ||
| Wal Mart Stores Inc | 4.1 | ||
| Corning Inc /NY | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 0.0 |
| (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 | 12 | 27.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 108 | 1.8 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 12 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.2 |
| (n) Other | 1 | 0.0 |
| Total | 508 | 30.6 |
| By Discretionary | ||
| Discretionary | 491 | 28.6 |
| Non-Discretionary | 17 | 2.0 |
| Total | 508 | 30.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.6 | |
| Total | 508 | 30.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001817174] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.4B |
| Serves | Institutional, Retail |
| LEI | 254900UUSQ6H8SOND073 |
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