LIVE · CORPUS
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evidence coverage · reading…
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Fiduciary Planning LLC
/01
Ownership & control
No ownership or control links resolved yet
An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.
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/02
Assets held
61 assetsPREMIUM
61 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
/03
People & control
48 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- 3M CO COMAlso holds roles at 28 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Belmont Capital, LLC13F holder
- Estabrook Capital Management13F holder
- ADOBE INCAlso holds roles at 34 other companies
- Merlin Capital, Inc13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- AIR PRODUCTS & CHEMICALS INCAlso holds roles at 21 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- ALPHABET CLASS AAlso holds roles at 46 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- AMAZON.COM INCAlso holds roles at 48 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- AMERICAN TOWER CORP NEW COMAlso holds roles at 23 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- APPLE INCAlso holds roles at 53 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- BROADCOM INCAlso holds roles at 30 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Broadridge Financial SoAlso holds roles at 13 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- CHEMED CORP NEW COMAlso holds roles at 11 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- CHEVRON CORPAlso holds roles at 42 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- CHURCH & DWIGHT CO INC COMAlso holds roles at 17 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- Copart IncAlso holds roles at 10 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- DBX ETF TRAlso holds roles at 2 other companies
- Continuum Advisory, LLC13F holder
- CITIGROUP INC13F holder
- Dorman Products IncAlso holds roles at 6 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- EXXON MOBIL CORPAlso holds roles at 37 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- FT CBOE VEST U.S. EQUITY BUFFER ETF - FEBRUARYAlso holds roles at 4 other companies
- Sunbelt Securities, Inc.13F holder
- Raleigh Capital Management Inc.13F holder
- Fragasso Group Inc.13F holder
- HEALTH CARE SELECT SECTOR SPDR FUNDAlso holds roles at 21 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- HONEYWELL INTERNATIONAL INCAlso holds roles at 28 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- INVESCO ACTIVELY MANAGED ETFAlso holds roles at 2 other companies
- WNY Asset Management, LLC13F holder
- TAP Consulting, LLC13F holder
- Invesco S& P 100 Equal Weight ETFAlso holds roles at 15 other companies
- CoreFirst Bank & Trust13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFAlso holds roles at 10 other companies
- Capstone Financial Advisors, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES INTERNATIONAL DIVIDEND GROWTH ETFAlso holds roles at 2 other companies
- Sunbelt Securities, Inc.13F holder
- CITIGROUP INC13F holder
- ISHARES TRAlso holds roles at 5 other companies
- Moss Adams Wealth Advisors LLC13F holder
- WNY Asset Management, LLC13F holder
- Continuum Advisory, LLC13F holder
- JOHNSON & JOHNSONAlso holds roles at 43 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- JPMORGAN CHASE & COAlso holds roles at 46 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- MICROSOFT CORPAlso holds roles at 50 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- PFIZER INCAlso holds roles at 37 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- PIONEER NAT RES COAlso holds roles at 21 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PROGRESSIVE CORP COMAlso holds roles at 17 other companies
- BloombergSen Inc.13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ROPER TECHNOLOGIES INC COMAlso holds roles at 17 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- SPDR S&P 500 ETF TRUSTAlso holds roles at 37 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR SER TRAlso holds roles at 6 other companies
- Continuum Advisory, LLC13F holder
- VisionPoint Advisory Group, LLC13F holder
- Raleigh Capital Management Inc.13F holder
- T ROWE PRICE ETF INCAlso holds roles at 3 other companies
- WNY Asset Management, LLC13F holder
- Continuum Advisory, LLC13F holder
- Grant Street Asset Management, Inc.13F holder
- TECHNOLOGY SELECT SECTOR SPDR FUNDAlso holds roles at 19 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- TREX CO INC COMAlso holds roles at 12 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- UNITEDHEALTH GROUP INCAlso holds roles at 36 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- VANECK ETF TRUSTAlso holds roles at 7 other companies
- HSBC HOLDINGS PLC13F holder
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- VANECK SEMICONDUCTOR ETFAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- Fisher Asset Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- VANGUARD FTSE DEVELOPED MARKETS ETFAlso holds roles at 20 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD FTSE EMERGING MARKETS ETFAlso holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- VANGUARD WORLD FDSAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VISA INC - CL AAlso holds roles at 38 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- WAL-MART INCAlso holds roles at 41 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDAlso holds roles at 5 other companies
- WEST PACES ADVISORS INC.13F holder
- Sunbelt Securities, Inc.13F holder
- David R. Rahn & Associates Inc.13F holder
48 parties · 0 current. Ceased and resigned records are retained as history.