|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Riggs Capital Management LLC
✚
|
|
|---|---|
| CRD # | 120253 |
| SEC # | 801-64363 |
| CIK # | 0002055900 |
| AUM | $306.8 M (2025-02-06) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 801-221-7923 |
| Address | 1112 East 300 North American Fork, UT 84003 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 4.2 | ||
| Apple Inc | 1.8 | ||
| Nvidia Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 75.3 |
| (b) Individuals (high net worth individuals) | 96 | 215.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 14.7 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 306.8 |
| By Discretionary | ||
| Discretionary | 360 | 306.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 360 | 306.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.8 | |
| Total | 360 | 306.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055900] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Feldman Jeffrey Mark
✚
|
0.3 | |
|
Thomas Story and Son LLC
✚
|
IN | 0.3 |
|
The McHugh Group LLC
✚
|
0.3 | |
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 0.3 |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.3 |
|
Three Bearings Fiduciary Advisors Inc
✚
|
NH | 0.3 |
|
Royal Harbor Partners LLC
✚
|
TX | 0.3 |
|
Peachtree Investment Partners LLC
✚
|
0.3 | |
|
Smith W B & Co Inc
✚
|
0.3 | |
|
Objective Capital Management LLC
✚
|
OH | 0.3 |