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Adviser Profile

As of Date 02/10/2025
Adviser Type - Large advisory firm
Number of Employees 8 -20.00%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 04/08/1993
AUM* 704,356,347 30.89%
of that, discretionary 694,059,557 31.49%
Private Fund GAV* 0
Avg Account Size 851,701 25.51%
% High Net Worth 51.50% 13.06%
SMA’s Yes
Private Funds 0
Contact Info 434 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
624M 535M 446M 357M 268M 178M 89M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$49,592,574 % Position8.00% $ Change-1.00% # Change1.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$47,793,774 % Position8.00% $ Change4.00% # Change-3.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$36,543,293 % Position6.00% $ Change-3.00% # Change-1.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO. $ Position$28,249,156 % Position4.00% $ Change12.00% # Change-2.00%
Stck Ticker38141G104 Stock NameGOLDMAN SACHS GROUP INC $ Position$16,069,053 % Position3.00% $ Change16.00% # Change0.00%
Stck Ticker149123101 Stock NameCATERPILLAR INC $ Position$15,148,858 % Position2.00% $ Change-6.00% # Change1.00%
Stck Ticker244199105 Stock NameDEERE & CO $ Position$10,254,176 % Position2.00% $ Change3.00% # Change1.00%
Stck Ticker231021106 Stock NameCUMMINS INC $ Position$12,499,663 % Position2.00% $ Change7.00% # Change0.00%
Stck Ticker68389X105 Stock NameORACLE CORP $ Position$13,201,721 % Position2.00% $ Change-3.00% # Change-1.00%
Stck Ticker713448108 Stock NamePEPSICO INC $ Position$9,921,105 % Position2.00% $ Change-7.00% # Change4.00%

Brochure Summary