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| Roman Butler Fullerton & Co
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|
|---|---|
| CRD # | 104771 |
| SEC # | 801-20351 |
| CIK # | 0000733444 |
| AUM | $716.1 M (2026-04-20) |
| Employees | 17 (94% Investors, 29% Brokers) |
| Phone | 314-997-1652 |
| Address | 680 Craig Road St Louis, MO 63141 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 20.8 | ||
| Apple Inc | 15.7 | ||
| Microsoft Corp | 12.1 | ||
| Amazon Com Inc | 11.5 | ||
| Alphabet Inc | 10.6 | ||
| Wal Mart Stores Inc | 8.5 | ||
| Mastercard Inc | 7.3 | ||
| Lilly Eli & Co | 7.0 | ||
| Powell Industries Inc | 5.2 | ||
| Cigna Corp | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 971 | 149.2 |
| (b) Individuals (high net worth individuals) | 273 | 522.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 20.7 |
| (h) Charitable organizations | 14 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 21.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,421 | 716.1 |
| By Discretionary | ||
| Discretionary | 2,421 | 716.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,421 | 716.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 716.1 | |
| Total | 2,421 | 716.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000733444] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clear Creek Wealth Management LLC
✚
|
CO | 0.7 |
|
JMAC Enterprises LLC
✚
|
PA | 0.7 |
|
Dopkins Wealth Management LLC
✚
|
NY | 0.7 |
|
Morin Private Client Group LLC
✚
|
0.7 | |
|
Atlas Legacy Advisors LLC
✚
|
CA | 0.7 |
|
NVWM LLC
✚
|
PA | 0.7 |
|
Excalibur Management Corp
✚
|
MA | 0.7 |
|
Precision Wealth Strategies LLC
✚
|
MO | 0.7 |
|
Lifelong Wealth Advisors Inc
✚
|
MN | 0.7 |
|
Redwood Investments LLC
✚
|
MA | 0.7 |