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| Sprinkle Financial Consultants LLC
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| |
|---|---|
| CRD # | 112227 |
| SEC # | 801-48276 |
| CIK # | 0002011593 |
| AUM | $797.8 MM (2024-03-21) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 303-297-2185 |
| Address | 1520 West Canal Court, Suite 220 Littleton, CO 80120 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OKE | 25,448.2 | 5.9 | |
| OGS | 4,377.5 | 4.7 | |
| AMZN | 1,092,997.8 | 2.3 | |
| AAPL | 2,382,844.0 | 2.3 | |
| EOG | 69,295.8 | 1.8 | |
| MSFT | 1,918,222.4 | 1.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 27.1 |
| (b) Individuals (high net worth individuals) | 152 | 762.8 |
| (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 | 0 | 7.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,069 | 797.8 |
| By Discretionary | ||
| Discretionary | 1,069 | 797.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,069 | 797.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 796.0 | |
| Total | 1,069 | 797.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011593] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CLG LLC
✚
|
CA | 0.8 |
|
Hahn Capital Management LLC
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|
CA | 0.8 |
|
Strid Group LLC
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PA | 0.8 |
|
Trebuchet Consulting LLC
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PA | 0.8 |
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The Clarus Group Inc
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TX | 0.8 |
|
West Paces Advisors Inc
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GA | 0.8 |
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Violich Capital Management
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|
CA | 0.8 |
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Burt Associates Incorporated
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MD | 0.8 |
|
Phocas Financial Corporation
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|
CA | 0.8 |
|
Strata Wealth Advisors LLC
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|
TX | 0.8 |