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| Searcy Financial Services Inc
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|---|---|
| CRD # | 105807 |
| SEC # | 801-16377 |
| CIK # | 0000354923 |
| AUM | 514.0 M (2026-05-06) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 913-814-3800 |
| Address | 12980 Foster Street Overland Park, KS 66213-2703 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 16.2 | ||
| Apple Inc | 13.6 | ||
| Amazon Com Inc | 13.0 | ||
| Tesla Motors Inc | 2.0 | ||
| Nvidia Corp | 0.8 | ||
| Accenture PLC | 0.5 | ||
| Wal Mart Stores Inc | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| International Business Machines Corp | 0.3 | ||
| Caseys General Stores Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 53.4 |
| (b) Individuals (high net worth individuals) | 104 | 363.4 |
| (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 | 8 | 23.1 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 73.6 |
| (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 | 1,874 | 514.0 |
| By Discretionary | ||
| Discretionary | 1,874 | 514.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,874 | 514.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 514.0 | |
| Total | 1,874 | 514.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000354923] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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