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| Topsail Wealth Management LLC
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|---|---|
| CRD # | 331098 |
| SEC # | 801-130245 |
| CIK # | 0002056627 |
| AUM | 1,309.7 M (2026-05-15) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 980-308-9901 |
| Address | 10800 Sikes Place Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cincinnati Financial Corp | 46.8 | ||
| Apple Inc | 6.6 | ||
| Microsoft Corp | 6.4 | ||
| Alphabet Inc | 3.2 | ||
| Amazon Com Inc | 2.5 | ||
| Visa Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 24.4 |
| (b) Individuals (high net worth individuals) | 127 | 1,223.5 |
| (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 | 2 | 61.5 |
| (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 | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 729 | 1,309.7 |
| By Discretionary | ||
| Discretionary | 729 | 1,309.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 729 | 1,309.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,309.7 | |
| Total | 729 | 1,309.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056627] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Steigerwald Gordon & Koch Inc
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|
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|
Allie Family Office LLC
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|
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|
Chequers Financial Management LLC
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Capital Investment Services of America Inc
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Barnes Pettey Financial Advisors LLC
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|
Madison Wealth Partners Inc
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|
Prudent Investor Advisors LLC
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|
Snowwater Investment Partners LLC
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|
1,300.0 M |