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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| WFG Capital Advisors LLC
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|---|---|
| CRD # | 310008 |
| SEC # | 801-119410 |
| CIK # | 0001842096 |
| AUM | $292.7 M (2025-03-07) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 251-473-2120 |
| Address | 2616A Dauphin Street Mobile, AL 36606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Ace Ltd | 0.2 | ||
| Cisco Systems Inc | 0.2 | ||
| Parker Hannifin Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 367 | 107.1 |
| (b) Individuals (high net worth individuals) | 149 | 185.0 |
| (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 | 4 | 0.4 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 519 | 292.7 |
| By Discretionary | ||
| Discretionary | 519 | 292.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 519 | 292.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.7 | |
| Total | 519 | 292.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001842096] |
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