|
⚲
|
| Keyboard |
| Richard P Slaughter Associates Inc
✚
|
|
|---|---|
| CRD # | 109080 |
| SEC # | 801-55455 |
| CIK # | 0001811783 |
| AUM | 905.2 M (2026-03-11) |
| Employees | 14 (86% Investors, 0% Brokers) |
| Phone | 512-918-0000 |
| Address | 9600 North Mopac Austin, TX 78759 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.7 | ||
| Nvidia Corp | 7.4 | ||
| Alphabet Inc | 5.7 | ||
| World Currency Gold Trust | 5.0 | ||
| Microsoft Corp | 4.8 | ||
| Broadcom Inc | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 86.2 |
| (b) Individuals (high net worth individuals) | 250 | 806.1 |
| (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 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.2 |
| (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 | 1,564 | 905.2 |
| By Discretionary | ||
| Discretionary | 1,384 | 884.4 |
| Non-Discretionary | 180 | 20.8 |
| Total | 1,564 | 905.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 901.9 | |
| Total | 1,564 | 905.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001811783] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Peak Wealth Solutions Inc
✚
|
OH | 911.6 M |
|
Brookmont Capital Management LLC
✚
|
TX | 910.5 M |
|
Strategic Planning Group LLC
✚
|
UT | 910.3 M |
|
Clayton Financial Services Inc
✚
|
KS | 909.8 M |
|
First Affirmative Financial Network LLC
✚
|
CO | 905.2 M |
|
Flaharty Asset Management LLC
✚
|
FL | 901.6 M |
|
Beacon Financial Advisory LLC
✚
|
OH | 900.7 M |
|
Riskbridge Advisors LLC
✚
|
CT | 898.3 M |
|
Kelman Lazarov Inc
✚
|
TN | 894.6 M |
|
The Millstone Evans Group LLC
✚
|
CO | 893.3 M |