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| Happy Holidays!! thanks for using AUM13F!! |
| Sunbelt Securities Inc
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| CRD # | 42180 |
| SEC # | 801-71479 |
| CIK # | 0001632932 |
| AUM | $2.0 B (2025-06-24) |
| Employees | 68 (100% Investors, 93% Brokers) |
| Phone | 713-965-9510 |
| Address | 2700 Post Oak Blvd Ste 1700 Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001632932 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Exxon Mobil Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,572 | 1.5 |
| (b) Individuals (high net worth individuals) | 689 | 0.5 |
| (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 | 78 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (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 | 11 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,355 | 2.0 |
| By Discretionary | ||
| Discretionary | 5,355 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,355 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 5,355 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632932] |
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|---|---|---|
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Madison Avenue Securities LLC
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BFC Planning Inc
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Stairway Partners LLC
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LCP Institutional LLC
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Comperio Retirement Consulting Inc
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Manitou Investment Management Ltd
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2.0 |