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| Searcy Financial Services Inc
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| |
|---|---|
| CRD # | 105807 |
| SEC # | 801-16377 |
| CIK # | 0000354923 |
| AUM | $377.9 MM (2024-07-09) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 913-814-3800 |
| Address | 12980 Foster Street Overland Park, KS 66213-2703 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 11.7 | |
| AMZN | 1,092,997.8 | 11.6 | |
| AAPL | 2,382,844.0 | 10.4 | |
| ACN | 179,517.0 | 1.4 | |
| TSLA | 723,390.3 | 0.9 | |
| NVDA | 399,550.0 | 0.5 | |
| GOOGL | 1,475,138.5 | 0.3 | |
| WMT | 335,434.5 | 0.3 | |
| SO | 75,035.5 | 0.2 | |
| PG | 338,108.9 | 0.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 17.1 |
| (b) Individuals (high net worth individuals) | 115 | 293.2 |
| (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 | 15.8 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 51.3 |
| (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 | 981 | 377.9 |
| By Discretionary | ||
| Discretionary | 950 | 372.8 |
| Non-Discretionary | 31 | 5.1 |
| Total | 981 | 377.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 377.9 | |
| Total | 981 | 377.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000354923] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthvalues LLC
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|
CA | 0.4 |
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Redmond Asset Management LLC
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VA | 0.4 |
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van Leeuwen & Associates Inc
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KY | 0.4 |
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Halter Ferguson Financial Inc
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IN | 0.4 |
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Sageguard Financial Group LLC
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TN | 0.4 |
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Seventwo LLC
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CO | 0.4 |
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Murphy Middleton Hinkle & Parker Inc
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GA | 0.4 |
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Ulland Investment Advisors LLC
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MN | 0.4 |
|
Squire Investment Management Company LLC
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UT | 0.4 |
|
Acorn Wealth Advisors LLC
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MI | 0.4 |