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| Happy Holidays!! thanks for using AUM13F!! |
| SRH Advisors LLC
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| CRD # | 148479 |
| SEC # | 801-70202 |
| CIK # | 0001512779 |
| AUM | $3.0 B (2025-03-26) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 785-823-3097 |
| Address | 2121 E Crawford Place Salina, KS 67401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001512779 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 16.6 | ||
| Cohen & Steers Infrastructure Fund Inc | 11.0 | ||
| SRH Total Return Fund Inc | 3.3 | ||
| Evercore Partners Inc | 3.1 | ||
| Microsoft Corp | 2.7 | ||
| Wal Mart Stores Inc | 1.8 | ||
| Apple Inc | 1.4 | ||
| Willis Group Holdings PLC | 1.4 | ||
| Southern Co | 1.2 | ||
| Nvidia Corp | 0.9 | ||
| NRG Energy Inc | 0.8 | ||
| Tesla Motors Inc | 0.7 | ||
| Walt Disney Co | 0.6 | ||
| Coca Cola Co | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 0.0 |
| (b) Individuals (high net worth individuals) | 77 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 2.3 |
| (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 | 11 | 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 | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 419 | 3.0 |
| By Discretionary | ||
| Discretionary | 418 | 3.0 |
| Non-Discretionary | 1 | 0.0 |
| Total | 419 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 419 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512779] | |
| 13F-NT | [0001512779] |
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|---|---|---|
|
Sovereign Investment Advisors LLC
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AZ | 3.0 |
|
Colony Family Offices LLC
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NC | 3.0 |
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MD | 3.0 |
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Capital Generation Partners LLP
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3.0 | |
|
Frost Investment Services LLC
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TX | 3.0 |
|
Marcum Wealth LLC
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|
OH | 3.0 |
|
Leavell Investment Management Inc
✚
|
AL | 3.0 |
|
Shapiro Capital Management LLC
✚
|
GA | 2.9 |
|
Guardian Partners Inc
✚
|
2.9 | |
|
Midland Wealth Advisors LLC
✚
|
IL | 2.9 |