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| Happy Holidays!! thanks for using AUM13F!! |
| Slocum Gordon & Co LLP
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| CRD # | 104929 |
| SEC # | 801-14301 |
| CIK # | 0001993325 |
| AUM | $225.2 M (2025-04-30) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 401-849-4900 |
| Address | 39 Mill Street Newport, RI 02840 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 7.9 | ||
| FPL Group Inc | 7.5 | ||
| Exxon Mobil Corp | 7.5 | ||
| Merck & Co Inc | 7.4 | ||
| American Electric Power Co Inc | 7.0 | ||
| Johnson & Johnson | 6.7 | ||
| Verizon Communications Inc | 5.5 | ||
| PPL Corp | 5.5 | ||
| Kenvue Inc | 5.2 | ||
| Unilever PLC | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 32.5 |
| (b) Individuals (high net worth individuals) | 48 | 147.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 34.7 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 9.8 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 225.2 |
| By Discretionary | ||
| Discretionary | 138 | 225.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 138 | 225.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.2 | |
| Total | 138 | 225.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001993325] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Innova Wealth Partners LLC
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|
PA | 0.2 |
|
Vital Investment Management LLC
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|
CO | 0.2 |
|
Abich Financial Wealth Management LLC
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|
VA | 0.2 |
|
Davis Capital Management LLC
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|
FL | 0.2 |
|
Millington Financial Advisors LLC
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|
IL | 0.2 |
|
Portfolio Advisors Inc
✚
|
CA | 0.2 |
|
Schaeffer Financial LLC
✚
|
MD | 0.2 |
|
Plotkin Financial Advisors LLC
✚
|
MD | 0.2 |
|
Endeavor Wealth Advisors LLC
✚
|
OH | 0.2 |
|
HFG Advisors Inc
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|
WA | 0.2 |