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| Tanglewood Legacy Advisors LLC
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| |
|---|---|
| CRD # | 127289 |
| SEC # | 801-107793 |
| CIK # | 0001965616 |
| AUM | $464.3 MM (2024-01-27) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 713-599-4999 |
| Address | One Riverway, Suite 1550 Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SM | 4,704.0 | 3.2 | |
| AAPL | 2,382,844.0 | 3.0 | |
| CAT | 99,975.7 | 1.6 | |
| MRK | 232,371.9 | 1.5 | |
| MSFT | 1,918,222.4 | 1.4 | |
| LUV | 21,731.9 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 17.5 |
| (b) Individuals (high net worth individuals) | 85 | 339.1 |
| (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 | 11.4 |
| (h) Charitable organizations | 0 | 7.9 |
| (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 | 0 | 13.8 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 389.7 |
| By Discretionary | ||
| Discretionary | 455 | 378.3 |
| Non-Discretionary | 3 | 11.4 |
| Total | 458 | 389.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 389.7 | |
| Total | 458 | 389.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965616] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Carl Stuart Investment Advisor Inc
✚
|
TX | 0.5 |
|
Planned Solutions Financial & Insurance Services Inc
✚
|
CA | 0.5 |
|
Inlet Private Wealth LLC
✚
|
FL | 0.5 |
|
Quantum Financial Planning Services Inc
✚
|
WA | 0.5 |
|
Wolff Financial Management LLC
✚
|
MI | 0.5 |
|
Orion Investment Co
✚
|
MO | 0.5 |
|
Resource Financial Group Ltd
✚
|
IL | 0.5 |
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 0.5 |
|
GEM Asset Management LLC
✚
|
MI | 0.5 |
|
Atlas Capital Management Corp
✚
|
IN | 0.5 |