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| Happy Holidays!! thanks for using AUM13F!! |
| TFB Advisors LLC
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| CRD # | 321870 |
| SEC # | 801-126142 |
| CIK # | 0001965201 |
| AUM | $859.6 M (2025-04-25) |
| Employees | 35 (89% Investors, 54% Brokers) |
| Phone | 913-648-5526 |
| Address | 4801 West 110th Street Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.9 | ||
| Microsoft Corp | 7.5 | ||
| Apple Inc | 6.4 | ||
| Amazon Com Inc | 5.4 | ||
| Alphabet Inc | 3.7 | ||
| Procter & Gamble Co | 3.2 | ||
| Facebook Inc | 3.1 | ||
| Apollo Global Management Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,207 | 335.3 |
| (b) Individuals (high net worth individuals) | 780 | 468.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 9.2 |
| (h) Charitable organizations | 8 | 2.9 |
| (i) State or municipal government entities | 1 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 36 | 43.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,047 | 859.6 |
| By Discretionary | ||
| Discretionary | 3,047 | 859.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,047 | 859.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 859.6 | |
| Total | 3,047 | 859.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965201] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Arkansas Financial Group Inc
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|
AR | 0.9 |
|
Abacus FCF Advisors LLC
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|
FL | 0.9 |
|
Mitchell Capital Management Co
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|
KS | 0.9 |
|
Beard Investment Services Inc
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|
OH | 0.9 |
|
MBE Wealth Management LLC
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|
WI | 0.9 |
|
Roehl & YI Investment Advisors LLC
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|
OR | 0.9 |
|
Pacific Sage Partners LLC
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|
WA | 0.9 |
|
Folger Nolan Fleming Douglas Incorporated
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|
DC | 0.9 |
|
MEOW Advisory LLC
✚
|
0.9 | |
|
Jackson Wealth Management LLC
✚
|
FL | 0.9 |