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| SRH Advisors LLC
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|---|---|
| CRD # | 148479 |
| SEC # | 801-70202 |
| CIK # | 0001512779 |
| AUM | 3.1 B (2026-03-30) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 785-823-3097 |
| Address | 2121 E Crawford Place Salina, KS 67401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 16.8 | ||
| Cohen & Steers Infrastructure Fund Inc | 10.6 | ||
| Evercore Partners Inc | 3.4 | ||
| SRH Total Return Fund Inc | 3.2 | ||
| Wal Mart Stores Inc | 2.2 | ||
| Microsoft Corp | 2.0 | ||
| Apple Inc | 1.7 | ||
| Willis Group Holdings PLC | 1.3 | ||
| Southern Co | 1.2 | ||
| Nvidia Corp | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 0.0 |
| (b) Individuals (high net worth individuals) | 96 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 2.4 |
| (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 | 12 | 0.1 |
| (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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 440 | 3.1 |
| By Discretionary | ||
| Discretionary | 439 | 3.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 440 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 440 | 3.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512779] | |
| 13F-NT | [0001512779] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
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