|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Terril Brothers Inc
✚
|
|
|---|---|
| CRD # | 110422 |
| SEC # | 801-15619 |
| CIK # | 0000314169 |
| AUM | $864.1 M (2025-03-20) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 314-965-0344 |
| Address | 6 City Place Drive Saint Louis, MO 63141-7102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Citigroup Inc | 34.7 | ||
| Apple Inc | 31.2 | ||
| Verizon Communications Inc | 27.5 | ||
| Discovery Communications Inc | 16.0 | ||
| Walt Disney Co | 16.0 | ||
| Globus Medical Inc | 15.0 | ||
| Western Gas Equity Partners LP | 14.2 | ||
| Kayne Anderson Energy Infrastructure Fund Inc | 13.6 | ||
| Woodward Governor Co | 12.8 | ||
| Solventum Corp | 7.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 67.1 |
| (b) Individuals (high net worth individuals) | 205 | 706.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 43.0 |
| (h) Charitable organizations | 2 | 36.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 11.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 864.1 |
| By Discretionary | ||
| Discretionary | 1,068 | 864.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,068 | 864.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 864.1 | |
| Total | 1,068 | 864.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000314169] | |
| SC 13G | [0000314169] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Terril Brothers Inc | Jason Industries Inc | [2015-02-04] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clear Brook Advisors Inc
✚
|
MA | 0.9 |
|
Oakhurst Capital Advisors LLC
✚
|
DC | 0.9 |
|
Riverview Research LLC
✚
|
OH | 0.9 |
|
Northwest Wealth Management LLC
✚
|
IA | 0.9 |
|
Goodman Financial Corporation
✚
|
TX | 0.9 |
|
Schnieders Capital Management LLC
✚
|
CA | 0.9 |
|
Oliver Luxxe Assets LLC
✚
|
NJ | 0.9 |
|
The Arkansas Financial Group Inc
✚
|
AR | 0.9 |
|
Abacus FCF Advisors LLC
✚
|
FL | 0.9 |
|
Mitchell Capital Management Co
✚
|
KS | 0.9 |