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| Happy Holidays!! thanks for using AUM13F!! |
| Register Financial Advisors LLC
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| CRD # | 143884 |
| SEC # | 801-81190 |
| CIK # | 0001962636 |
| AUM | $396.9 M (2025-02-13) |
| Employees | 19 (68% Investors, 63% Brokers) |
| Phone | 404-364-2180 |
| Address | 3500 Lenox Road Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.2 | ||
| Microsoft Corp | 6.8 | ||
| J P Morgan Chase & Co | 4.8 | ||
| Kratos Defense & Security Solutions Inc | 4.0 | ||
| SVF Investment Corp 3 | 3.9 | ||
| Genesis Park Acquisition Corp | 3.6 | ||
| Blackstone Group LP | 3.6 | ||
| Everus Construction Group Inc | 3.4 | ||
| Nvidia Corp | 3.2 | ||
| Allegheny Technologies Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 118.8 |
| (b) Individuals (high net worth individuals) | 115 | 269.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 7.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 835 | 396.9 |
| By Discretionary | ||
| Discretionary | 672 | 313.2 |
| Non-Discretionary | 163 | 83.8 |
| Total | 835 | 396.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.9 | |
| Total | 835 | 396.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001962636] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bruce & Co Inc
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IL | 0.4 |
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MRWM Advisors LLC
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TN | 0.4 |
|
Instrumental Wealth LLC
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FL | 0.4 |
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US Financial Advisors LLC
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MA | 0.4 |
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Capital Management Services Inc
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PA | 0.4 |
|
Beacon Global Advisor Network LLC
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GA | 0.4 |
|
Reedmark Advisors LLC
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NJ | 0.4 |
|
Biltmore Wealth Management LLC
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|
AZ | 0.4 |
|
Equinum LLC
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|
NY | 0.4 |
|
Maxim Financial Advisors LLC
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|
NY | 0.4 |