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| The Mustico Financial Group Inc
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|---|---|
| CRD # | 125763 |
| SEC # | 801-67939 |
| CIK # | 0002034361 |
| AUM | 316.5 M (2026-01-20) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 607-733-7935 |
| Address | 221 West Church St Elmira, NY 14901 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034361 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nucor Corp | 9.6 | ||
| iShares Silver Trust | 3.8 | ||
| iShares Bitcoin Trust | 1.7 | ||
| Nvidia Corp | 1.5 | ||
| Microsoft Corp | 1.1 | ||
| Apple Inc | 0.9 | ||
| Flaherty & Crumrine Preferred & Income Opportunity Fund Inc | 0.8 | ||
| Corning Inc /NY | 0.6 | ||
| UnitedHealth Group Inc | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| SPDR Gold Trust | 0.5 | ||
| Applied Materials Inc /DE | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 163.7 |
| (b) Individuals (high net worth individuals) | 69 | 150.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 466 | 316.5 |
| By Discretionary | ||
| Discretionary | 464 | 310.8 |
| Non-Discretionary | 2 | 5.7 |
| Total | 466 | 316.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.5 | |
| Total | 466 | 316.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002034361] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Financial Advisors Corporation
✚
|
MN | 317.7 M |
|
First Financial Group Corporation
✚
|
NC | 317.0 M |
|
DKM Wealth Management Inc
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|
CA | 316.8 M |
|
Ferguson-Johnson Wealth Management Inc
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|
MD | 316.4 M |
|
Wealthcollab LLC
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|
WA | 316.2 M |
|
Tenon Financial LLC
✚
|
NJ | 316.0 M |
|
Proactive Wealth Strategies LLC
✚
|
GA | 315.8 M |
|
CDM Financial Counseling Services Inc
✚
|
CT | 315.4 M |
|
Walker Asset Management LLC
✚
|
315.3 M | |
|
Forte Asset Management LLC
✚
|
315.2 M |