|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| RPS Advisory Solutions LLC
✚
|
|
|---|---|
| CRD # | 311575 |
| SEC # | 801-119926 |
| CIK # | 0002031671 |
| AUM | $376.8 M (2025-07-17) |
| Employees | 20 (55% Investors, 45% Brokers) |
| Phone | 502-499-5668 |
| Address | 3432 Stony Spring Circle Louisville, KY 40220 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.7 | ||
| Nvidia Corp | 7.6 | ||
| Microsoft Corp | 2.8 | ||
| Amazon Com Inc | 2.1 | ||
| ARC Realty Finance Trust Inc | 1.8 | ||
| Alphabet Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 993 | 224.7 |
| (b) Individuals (high net worth individuals) | 72 | 151.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,366 | 376.8 |
| By Discretionary | ||
| Discretionary | 2,366 | 376.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,366 | 376.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 376.7 | |
| Total | 2,366 | 376.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002031671] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Triton Wealth Management PLLC
✚
|
AZ | 0.4 |
|
Hunter Keith Industries Inc
✚
|
MN | 0.4 |
|
Wealthspan Partners LLC
✚
|
IA | 0.4 |
|
McCarthy Asset Management Inc
✚
|
CA | 0.4 |
|
Keystone Financial Planning Inc
✚
|
OH | 0.4 |
|
Davis Investment Partners LLC
✚
|
NC | 0.4 |
|
Threadgill Financial LLC
✚
|
TX | 0.4 |
|
AZ Apice Capital Management LLC
✚
|
FL | 0.4 |
|
Fifth Force Management LLC
✚
|
TX | 0.4 |
|
Portfolio LLC
✚
|
NM | 0.4 |