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| Happy Holidays!! thanks for using AUM13F!! |
| Schechter Investment Advisors LLC
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| CRD # | 169114 |
| SEC # | 801-78607 |
| CIK # | 0001951586 |
| AUM | $3.9 B (2025-04-14) |
| Employees | 30 (47% Investors, 23% Brokers) |
| Phone | 248-731-9500 |
| Address | 111 E Merrill Street Birmingham, MI 48009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001951586 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ares Acquisition Corp II | 31.6 | ||
| Agriculture & Natural Solutions Acquisition Corp | 29.2 | ||
| Nabors Energy Transition Corp II | 26.2 | ||
| Merck & Co Inc | 26.1 | ||
| Apple Inc | 25.8 | ||
| Nvidia Corp | 19.2 | ||
| Microsoft Corp | 19.1 | ||
| Amazon Com Inc | 16.7 | ||
| Haymaker Acquisition Corp 4 | 15.6 | ||
| Centurion Acquisition Corp | 13.6 | ||
| Facebook Inc | 12.5 | ||
| CME Group Inc | 9.2 | ||
| Alphabet Inc | 9.1 | ||
| J P Morgan Chase & Co | 8.9 | ||
| Aldel Financial II Inc | 7.7 | ||
| AbbVie Inc | 7.3 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 0.1 |
| (b) Individuals (high net worth individuals) | 472 | 3.0 |
| (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 | 34 | 0.0 |
| (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 | 129 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,076 | 3.9 |
| By Discretionary | ||
| Discretionary | 2,745 | 3.6 |
| Non-Discretionary | 331 | 0.4 |
| Total | 3,076 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 3,076 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001951586] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Schechter Investment Advisors LLC
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|
MI | 3.9 |
|
Schechter Private Capital LLC
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|
MI | 0.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Century Advisors LLC
✚
|
MD | 4.0 |
|
Karpus Management Inc
✚
|
NY | 4.0 |
|
New Frontier Advisors LLC
✚
|
MA | 3.9 |
|
Oberweis Asset Management Inc
✚
|
IL | 3.9 |
|
Daymark Wealth Partners LLC
✚
|
OH | 3.9 |
|
Verdence Capital Advisors LLC
✚
|
MD | 3.9 |
|
Bragg Financial Advisors Inc
✚
|
NC | 3.9 |
|
Systematic Financial Management LP
✚
|
NJ | 3.9 |
|
Argent Capital Management LLC
✚
|
MO | 3.9 |
|
Crossingbridge Advisors LLC
✚
|
NY | 3.9 |