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| Uhlmann Investment Management LLC
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|---|---|
| CRD # | 118025 |
| SEC # | 801-113188 |
| CIK # | 0001035344 |
| AUM | 273.2 M (2026-03-24) |
| Employees | 11 (82% Investors, 82% Brokers) |
| Phone | 312-264-4400 |
| Address | 5202 Old Orchard Road Skokie, IL 60077 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 1,223.3 | ||
| Apple Inc | 11.0 | ||
| Southern Co | 10.1 | ||
| Cisco Systems Inc | 5.9 | ||
| Goldman Sachs Group Inc | 5.5 | ||
| Alphabet Inc | 5.3 | ||
| Blackstone Group LP | 5.2 | ||
| Intuit Inc | 4.8 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Lilly Eli & Co | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 23.0 |
| (b) Individuals (high net worth individuals) | 227 | 238.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.7 |
| (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 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 460 | 273.2 |
| By Discretionary | ||
| Discretionary | 397 | 232.9 |
| Non-Discretionary | 63 | 40.3 |
| Total | 460 | 273.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.2 | |
| Total | 460 | 273.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001035344] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 25490053KKCKPDX59Z02 |
| Comparable Firms | State | AUM |
|---|---|---|
|
JP Wealth Management Inc
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SC | 274.0 M |
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Doceo Wealth LLC
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Birmingham Capital Management Co Inc
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AL | 273.6 M |
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Summit Investment Advisors Inc
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|
Cardinal Wealth Advisory LLC
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TN | 273.2 M |
|
TFP Management LLC
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IA | 273.0 M |
|
Bluestone Wealth Management LLC
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NH | 272.9 M |
|
E A Horwitz LLC
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IL | 272.6 M |
|
Nolet Wealth Management LLC
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TX | 272.6 M |
|
Alliance Wealth Management Partners LLC
✚
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TN | 272.4 M |