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| Prudent Man Investment Management Inc
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|---|---|
| CRD # | 104574 |
| SEC # | 801-33304 |
| CIK # | 0002054263 |
| AUM | 390.2 M (2026-03-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 303-436-1577 |
| Address | 927 Main Street Lousiville, CO 80027 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.9 | ||
| PNC Financial Services Group Inc | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Wal Mart Stores Inc | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Lockheed Martin Corp | 0.2 | ||
| American Express Co | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 64.9 |
| (b) Individuals (high net worth individuals) | 106 | 310.9 |
| (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 | 3 | 14.3 |
| (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 | 762 | 390.2 |
| By Discretionary | ||
| Discretionary | 759 | 375.8 |
| Non-Discretionary | 3 | 14.3 |
| Total | 762 | 390.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.2 | |
| Total | 762 | 390.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054263] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SGL Investment Advisors Inc
✚
|
MT | 391.6 M |
|
Siebert Advisornxt LLC
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|
NY | 391.5 M |
|
Platt Wealth Management LLC
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|
CA | 390.6 M |
|
Intrepid Financial Planning Group LLC
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|
Ascend Interplay LLC
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NY | 390.2 M |
|
Davis Investment Partners LLC
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|
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|
JJP Capital Management Inc
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|
MO | 389.9 M |
|
in on Capital Advisors LLC
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|
FL | 389.4 M |
|
Solomon API LLC
✚
|
FL | 389.0 M |
|
Sentinel Wealth Management Inc
✚
|
VA | 388.8 M |