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| Happy Holidays!! thanks for using AUM13F!! |
| Roman Butler Fullerton & Co
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| CRD # | 104771 |
| SEC # | 801-20351 |
| CIK # | 0000733444 |
| AUM | $647.7 M (2025-02-10) |
| Employees | 18 (94% Investors, 28% Brokers) |
| Phone | 314-997-1652 |
| Address | 680 Craig Road St Louis, MO 63141 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000733444 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 20.4 | ||
| Microsoft Corp | 16.1 | ||
| Apple Inc | 12.8 | ||
| Amazon Com Inc | 12.1 | ||
| Mastercard Inc | 8.9 | ||
| Lilly Eli & Co | 7.3 | ||
| Wal Mart Stores Inc | 6.4 | ||
| Alphabet Inc | 6.1 | ||
| Costco Wholesale Corp /NEW | 4.2 | ||
| Eaton Vance Enhanced Equity Income Fund | 4.2 | ||
| Cigna Corp | 4.1 | ||
| Facebook Inc | 4.0 | ||
| Procter & Gamble Co | 3.9 | ||
| Oracle Corp | 3.7 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Home Depot Inc | 3.4 | ||
| Netflix Inc | 3.3 | ||
| General Electric Co | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 902 | 201.9 |
| (b) Individuals (high net worth individuals) | 180 | 416.6 |
| (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 | 17.9 |
| (h) Charitable organizations | 11 | 1.6 |
| (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 | 20 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,255 | 647.7 |
| By Discretionary | ||
| Discretionary | 2,254 | 647.3 |
| Non-Discretionary | 1 | 0.4 |
| Total | 2,255 | 647.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 647.7 | |
| Total | 2,255 | 647.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000733444] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The August Group Capital Limited
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|
0.6 | |
|
ARQ Wealth Advisors LLC
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|
AZ | 0.6 |
|
Pinion Investment Advisors LLC
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|
KS | 0.6 |
|
Olstein Capital Management LP
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|
NY | 0.6 |
|
Carr Financial Group Corporation
✚
|
MA | 0.6 |
|
Traveka Wealth LLC
✚
|
CA | 0.6 |
|
Carrera Capital Advisors LLC
✚
|
MI | 0.6 |
|
Smith & Howard Wealth Management LLC
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|
GA | 0.6 |
|
Tiller Private Wealth Inc
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|
PA | 0.6 |
|
Dopkins Wealth Management LLC
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|
NY | 0.6 |