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| Tudor Financial Inc
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|---|---|
| CRD # | 121495 |
| SEC # | 801-118723 |
| CIK # | 0000923093, 0002045307 |
| AUM | $256.3 M (2026-03-30) |
| Employees | 6 (100% Investors, 100% Brokers) |
| Phone | 937-439-9292 |
| Address | 8111 Timberlodge Trail Dayton, OH 45458-2103 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 1.2 | ||
| Nvidia Corp | 1.1 | ||
| Microsoft Corp | 0.7 | ||
| Tesla Motors Inc | 0.7 | ||
| Facebook Inc | 0.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.5 | ||
| Alibaba Group Holding Ltd | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Apple Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 92.8 |
| (b) Individuals (high net worth individuals) | 74 | 161.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 708 | 256.3 |
| By Discretionary | ||
| Discretionary | 708 | 256.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 708 | 256.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.3 | |
| Total | 708 | 256.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000923093] | |
| SC 13G | [0000923093] | |
| 13F-HR | [0002045307] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Tudor Investment Corp ET AL | Berry Corp BRY | [2025-10-14] |
| Tudor Investment Corp ET AL | scPharmaceuticals Inc | [2025-10-14] |
| Tudor Investment Corp ET AL | Infinera Corp | [2024-10-07] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Redwood Family Wealth LLC
✚
|
TX | 0.3 |
|
McDonough Capital Management Inc
✚
|
FL | 0.3 |
|
Koenig Investment Advisory LLC
✚
|
OR | 0.3 |
|
Schaeffer Financial LLC
✚
|
MD | 0.3 |
|
Tingey Financial Group Inc
✚
|
0.3 | |
|
Five Talents Financial Management Group LLC
✚
|
IA | 0.3 |
|
Plotkin Financial Advisors LLC
✚
|
MD | 0.3 |
|
Grant Private Wealth Management Inc
✚
|
CA | 0.3 |
|
ACAP Asset Management Inc
✚
|
CA | 0.3 |
|
Integrated Wealth Management Inc
✚
|
OH | 0.3 |