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| Happy Holidays!! thanks for using AUM13F!! |
| The Hackett Group LLC
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| CRD # | 304638 |
| SEC # | 801-117295 |
| CIK # | 0001771072, 0001057379 |
| AUM | $380.0 M (2025-05-16) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 504-603-0246 |
| Address | 2021 Lakeshore Drive New Orleans, LA 70122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 13.0 |
| (b) Individuals (high net worth individuals) | 25 | 12.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 350.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 105 | 380.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 105 | 380.0 |
| Total | 105 | 380.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 380.0 | |
| Total | 105 | 380.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001057379] | |
| 10-Q | [0001057379] | |
| 3 | [0001057379] | |
| 4 | [0001057379] | |
| 8-K | [0001057379] | |
| SC 13G | [0001057379] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
The Hackett Group LLC
✚
|
LA | 0.4 |
|
Toni Hackett Antrum
✚
|
LA | 0.0 |
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|---|---|---|
|
Kerntke Otto McGlone Wealth Management Group
✚
|
WI | 0.4 |
|
Cannon Tingey Investment Advisors Inc
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UT | 0.4 |
|
Whitcomb & Hess Inc
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OH | 0.4 |
|
Power Wealth Management LLC
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GA | 0.4 |
|
Arcadia Wealth Management LLC
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|
NH | 0.4 |
|
Sylvest Advisors LLC
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|
TX | 0.4 |
|
Capital Investment Advisors Inc
✚
|
DC | 0.4 |
|
Cascade Investment Group Inc
✚
|
CO | 0.4 |
|
CornerStone Planning LLC
✚
|
NC | 0.4 |
|
Yeomans Consulting Group Inc
✚
|
GA | 0.4 |