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⚲
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| Richard P Slaughter Associates Inc
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|
|---|---|
| CRD # | 109080 |
| SEC # | 801-55455 |
| CIK # | 0001811783 |
| AUM | $863.9 M (2025-05-20) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 512-918-0000 |
| Address | 9600 North Mopac Austin, TX 78759 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.8 | ||
| Microsoft Corp | 10.3 | ||
| Nvidia Corp | 9.5 | ||
| Amazon Com Inc | 5.8 | ||
| Alphabet Inc | 4.4 | ||
| Facebook Inc | 4.2 | ||
| J P Morgan Chase & Co | 3.9 | ||
| Broadcom Inc | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 100.7 |
| (b) Individuals (high net worth individuals) | 255 | 751.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,746 | 863.9 |
| By Discretionary | ||
| Discretionary | 1,485 | 836.1 |
| Non-Discretionary | 261 | 27.9 |
| Total | 1,746 | 863.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 860.8 | |
| Total | 1,746 | 863.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001811783] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
KPP Advisory Services LLC
✚
|
KY | 0.9 |
|
The Marshall Financial Group Inc
✚
|
PA | 0.9 |
|
Blankinship & Foster LLC
✚
|
CA | 0.9 |
|
Brookmont Capital Management LLC
✚
|
TX | 0.9 |
|
Brass Tax Wealth Management Inc
✚
|
OH | 0.9 |
|
Greenrock Research Inc
✚
|
IL | 0.9 |
|
Hanson & Doremus Investment Management
✚
|
VT | 0.8 |
|
Paragon Advisors LLC
✚
|
TX | 0.8 |