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| Terril Brothers Inc
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| CRD # | 110422 |
| SEC # | 801-15619 |
| CIK # | 0000314169 |
| AUM | 987.8 M (2026-03-30) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 314-965-0344 |
| Address | 6 City Place Drive Saint Louis, MO 63141-7102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000314169 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Citigroup Inc | 46.0 | ||
| Apple Inc | 38.5 | ||
| Verizon Communications Inc | 34.6 | ||
| Globus Medical Inc | 27.7 | ||
| Eldorado Resorts Inc | 26.4 | ||
| Walt Disney Co | 23.6 | ||
| Solventum Corp | 22.5 | ||
| Kayne Anderson Energy Infrastructure Fund Inc | 21.0 | ||
| Discovery Communications Inc | 20.6 | ||
| Mosaic Co | 19.7 | ||
| Western Gas Equity Partners LP | 16.7 | ||
| Woodward Governor Co | 4.2 | ||
| Qualcomm Inc/DE | 3.7 | ||
| Energy Transfer Equity LP | 3.4 | ||
| Toast Inc | 3.1 | ||
| 3M Co | 2.9 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Alphabet Inc | 1.7 | ||
| Johnson & Johnson | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Wal Mart Stores Inc | 0.9 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| Golar LNG Ltd | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 71.3 |
| (b) Individuals (high net worth individuals) | 214 | 814.7 |
| (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 | 49.2 |
| (h) Charitable organizations | 3 | 39.9 |
| (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 | 6 | 12.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,140 | 987.8 |
| By Discretionary | ||
| Discretionary | 1,140 | 987.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,140 | 987.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 987.8 | |
| Total | 1,140 | 987.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000314169] | |
| SC 13G | [0000314169] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Terril Brothers Inc | Jason Industries Inc | [2015-02-04] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| LEI | 549300E289OVTJQ2FJ10 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brown Miller Wealth Management LLC
✚
|
VA | 991.1 M |
|
Riverview Research LLC
✚
|
OH | 990.8 M |
|
Morris & Wells Wealth Management
✚
|
VA | 987.9 M |
|
BCS Financial LLC
✚
|
TN | 987.4 M |
|
Oneascent Investment Solutions LLC
✚
|
AL | 987.2 M |
|
Ellis Investment Partners LLC
✚
|
PA | 986.8 M |
|
Concentrum Wealth Management Inc
✚
|
CA | 986.8 M |
|
Pacific Sage Partners LLC
✚
|
WA | 986.3 M |
|
RFG - Bristol Wealth Advisors LLC
✚
|
MA | 985.6 M |
|
The Rice Partnership LLC
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|
HI | 985.5 M |