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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Souders Financial Advisors LLC
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|---|---|
| CRD # | 296780 |
| SEC # | 801-113263 |
| CIK # | 0001811240 |
| AUM | $1.1 B (2025-03-31) |
| Employees | 19 (68% Investors, 47% Brokers) |
| Phone | 513-598-2400 |
| Address | 5968 Bridgetown Road Cincinnati, OH 45248 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 19.4 | ||
| Microsoft Corp | 11.9 | ||
| Apple Inc | 11.9 | ||
| Broadcom Inc | 8.1 | ||
| Facebook Inc | 6.8 | ||
| Amazon Com Inc | 6.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,012 | 374.1 |
| (b) Individuals (high net worth individuals) | 231 | 488.0 |
| (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 | 66 | 200.1 |
| (h) Charitable organizations | 3 | 0.6 |
| (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 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,232 | 1,065.3 |
| By Discretionary | ||
| Discretionary | 2,879 | 801.9 |
| Non-Discretionary | 353 | 263.4 |
| Total | 3,232 | 1,065.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,065.3 | |
| Total | 3,232 | 1,065.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001811240] |
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