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| Sutton Wealth Advisors Inc
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| |
|---|---|
| CRD # | 145359 |
| SEC # | 801-68454 |
| CIK # | 0001999828 |
| AUM | $392.7 MM (2024-01-02) |
| Employees | 8 (38% Investors, 50% Brokers) |
| Phone | 813-514-1800 |
| Address | 3708 West Swann Avenue Tampa, FL 33609 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 28.5 |
| (b) Individuals (high net worth individuals) | 85 | 271.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 6.5 |
| (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 | 7 | 24.8 |
| (n) Other | 26 | 61.9 |
| Total | 632 | 392.7 |
| By Discretionary | ||
| Discretionary | 627 | 386.1 |
| Non-Discretionary | 5 | 6.6 |
| Total | 632 | 392.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 391.3 | |
| Total | 632 | 392.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001999828] |
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