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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Storehouse Financial LLC
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|---|---|
| CRD # | 140738 |
| SEC # | 801-122416 |
| CIK # | |
| AUM | $207.9 M (2025-07-02) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 877-305-3233 |
| Address | 3200 Riverfront Dr Fort Worth, TX 76107 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,991 | 165.4 |
| (b) Individuals (high net worth individuals) | 22 | 38.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.1 |
| (h) Charitable organizations | 3 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,029 | 207.9 |
| By Discretionary | ||
| Discretionary | 3,029 | 207.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,029 | 207.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.9 | |
| Total | 3,029 | 207.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stegent Equity Advisors Inc
✚
|
TX | 0.2 |
|
Dragus Capital LLC
✚
|
FL | 0.2 |
|
Blue Capital Inc
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|
NE | 0.2 |
|
Tenon Financial LLC
✚
|
NJ | 0.2 |
|
ADC Wealth Management LLC
✚
|
NY | 0.2 |
|
Park Square Financial Group LLC
✚
|
GA | 0.2 |
|
Ryan Investment Management Inc
✚
|
CO | 0.2 |
|
Asset Management Strategies Inc
✚
|
IN | 0.2 |
|
Sachem Investment Counsel LLC
✚
|
0.2 | |
|
Powerhouse Assets LLC
✚
|
0.2 |