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| Slocum Gordon & Co LLP
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|---|---|
| CRD # | 104929 |
| SEC # | 801-14301 |
| CIK # | 0001993325 |
| AUM | 219.2 M (2026-02-05) |
| Employees | 5 (40% 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) | |
|---|---|---|---|
| Merck & Co Inc | 11.4 | ||
| Johnson & Johnson | 10.5 | ||
| FPL Group Inc | 9.9 | ||
| American Electric Power Co Inc | 8.7 | ||
| Procter & Gamble Co | 7.1 | ||
| Verizon Communications Inc | 6.0 | ||
| McDonalds Corp | 4.7 | ||
| AbbVie Inc | 4.5 | ||
| Duke Energy Corp | 3.9 | ||
| Unilever PLC | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 18.9 |
| (b) Individuals (high net worth individuals) | 51 | 162.3 |
| (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 | 31.3 |
| (i) State or municipal government entities | 0 | 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 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 219.2 |
| By Discretionary | ||
| Discretionary | 253 | 219.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 253 | 219.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.2 | |
| Total | 253 | 219.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001993325] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
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|
Griffith & Werner Inc
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