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| The LUTS & Greenleigh Group Inc
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|---|---|
| CRD # | 305002 |
| SEC # | 801-117324 |
| CIK # | 0001967844 |
| AUM | 563.9 M (2026-01-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 301-312-6660 |
| Address | 7200 Wisconsin Avenue Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 10.4 | ||
| Apple Inc | 5.9 | ||
| Microsoft Corp | 3.8 | ||
| Nvidia Corp | 3.6 | ||
| AbbVie Inc | 3.0 | ||
| International Business Machines Corp | 2.1 | ||
| Alphabet Inc | 2.1 | ||
| Amazon Com Inc | 1.8 | ||
| Waste Management Inc | 1.7 | ||
| Coca Cola Co | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 36.6 |
| (b) Individuals (high net worth individuals) | 152 | 520.3 |
| (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 | 9 | 5.7 |
| (h) Charitable organizations | 0 | 1.3 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 896 | 563.9 |
| By Discretionary | ||
| Discretionary | 896 | 563.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 896 | 563.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 563.9 | |
| Total | 896 | 563.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001967844] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 11 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
CA | 566.1 M |
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|
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|
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|
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OH | 562.9 M |
|
Jacobsen Capital Management LLC
✚
|
UT | 562.9 M |
|
Strongbox Wealth LLC
✚
|
MO | 562.4 M |
|
Capitol Private Wealth Group LLC
✚
|
VA | 562.1 M |
|
Acorn Wealth Advisors LLC
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|
MI | 561.4 M |