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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Smith Anglin Financial LLC
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| CRD # | 144386 |
| SEC # | 801-68157 |
| CIK # | 0001553540 |
| AUM | $2.0 B (2025-05-01) |
| Employees | 16 (100% Investors, 6% Brokers) |
| Phone | 972-267-1244 |
| Address | 14755 Preston Road Dallas, TX 75254 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.7 | ||
| Nvidia Corp | 10.7 | ||
| Amazon Com Inc | 9.9 | ||
| Microsoft Corp | 6.9 | ||
| Southwest Airlines Co | 4.6 | ||
| Facebook Inc | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 736 | 0.3 |
| (b) Individuals (high net worth individuals) | 642 | 1.7 |
| (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 | 11 | 0.0 |
| (h) Charitable organizations | 9 | 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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,824 | 2.0 |
| By Discretionary | ||
| Discretionary | 3,639 | 1.9 |
| Non-Discretionary | 185 | 0.1 |
| Total | 3,824 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 3,824 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001553540] |
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|---|---|---|
|
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Verus Capital Partners LLC
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NY | 2.0 |
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2.0 | |
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TPG Financial Advisors LLC
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OR | 2.0 |
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Sather Financial Group Inc
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TX | 1.9 |
|
Magnus Financial Group LLC
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NY | 1.9 |
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Willow Creek Wealth Management Inc
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CA | 1.9 |