|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Rahlfs Capital LLC
✚
|
|
|---|---|
| CRD # | 127425 |
| SEC # | 801-62163 |
| CIK # | 0002056410 |
| AUM | $272.3 M (2025-03-19) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 214-460-3992 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.0 | ||
| Microsoft Corp | 7.6 | ||
| Wal Mart Stores Inc | 4.8 | ||
| Exxon Mobil Corp | 4.1 | ||
| Nvidia Corp | 3.4 | ||
| Alphabet Inc | 3.3 | ||
| McDonalds Corp | 2.7 | ||
| Southern Co | 2.6 | ||
| Texas Instruments Inc | 2.6 | ||
| Verizon Communications Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.8 |
| (b) Individuals (high net worth individuals) | 15 | 158.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 112.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 272.3 |
| By Discretionary | ||
| Discretionary | 33 | 234.3 |
| Non-Discretionary | 4 | 38.0 |
| Total | 37 | 272.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.3 | |
| Total | 37 | 272.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056410] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Private Portfolios Inc
✚
|
CA | 0.3 |
|
Canter Strategic Wealth Management LLC
✚
|
CA | 0.3 |
|
Retirement Financial Solutions LLC
✚
|
TN | 0.3 |
|
Integrity Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Weitzel Financial Services Inc
✚
|
IA | 0.3 |
|
Gentry Private Wealth LLC
✚
|
KS | 0.3 |
|
NorthStar Financial Planners Inc
✚
|
FL | 0.3 |
|
Mainsail Financial Group LLC
✚
|
WA | 0.3 |
|
West Ridge Advisors LLC
✚
|
NV | 0.3 |
|
Optivise Advisory Services LLC
✚
|
TN | 0.3 |