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| Happy Holidays!! thanks for using AUM13F!! |
| Sterneck Capital Management LLC
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| CRD # | 111463 |
| SEC # | 801-45256 |
| CIK # | 0001438574 |
| AUM | $277.9 M (2025-07-29) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 816-531-2254 |
| Address | 1251 NW Briarcliff Pkwy Kansas City, MO 64116 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.0 | ||
| Global MOFY Metaverse Ltd | 12.7 | ||
| Amazon Com Inc | 5.4 | ||
| Facebook Inc | 5.3 | ||
| Microsoft Corp | 4.3 | ||
| Alphabet Inc | 4.0 | ||
| International Business Machines Corp | 3.8 | ||
| Alphabet Inc | 3.0 | ||
| Walt Disney Co | 2.9 | ||
| Autozone Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Sterneck Value & Opportunity LP | 2012-03-30 | 9.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 98.2 |
| (b) Individuals (high net worth individuals) | 46 | 174.1 |
| (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 | 8 | 3.1 |
| (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 | 8 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 638 | 277.9 |
| By Discretionary | ||
| Discretionary | 580 | 263.5 |
| Non-Discretionary | 58 | 14.4 |
| Total | 638 | 277.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.9 | |
| Total | 638 | 277.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001438574] |
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|---|---|---|
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Brainvest Wealth Management LLC
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FL | 0.6 |
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Lokken Investment Group LLC
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DE | 0.4 |
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Beech Hill Advisors Inc
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NY | 0.4 |
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MRA Advisory Group
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NJ | 0.3 |
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Diversified Investment Strategies LLC
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LA | 0.2 |
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Paradigm Advisors LLC
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TX | 0.1 |
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ACM Investment Advisor LLC
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TX | 0.0 |
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von Kohorn Research & Advisory Inc
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CT | 0.0 |
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Legacy Capital Management Inc
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CA | 0.0 |
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Key Capital Advisors Inc
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FL | 0.0 |