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Multi-family officeTop 500· Birmingham, AL

Multi-family office, based in Birmingham, AL.

Composed from this office's classification, location and record.

Decision makers
1 of 13
The office's site, Form ADV Schedule A and filings
13F holdings
$4.3B
Form 13F
Last deployment
Nov 2025
The latest dated investment or commitment on record
Contact decision makersFind similar offices
1 export, up to 14 contact reveals
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 90% · 61 observations · 5 sourcesShow
Multi-family officeVerified Sep 13, 2026 (10 days ago)13 people · 0 investments · 447 public positions · 106 events

Why this class: The Birmingham firm's own site says it delivers investment management through a m••••••••• o••••• structure serving a select group of clients..

Direct investing
15
moderate

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 56% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
unknown
Headquarters
Birmingham, AL
Office address
unknown
Business phone
unknown
Website
s•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $4.3B. These are different facts and are never added together.
Form 13F
$4.3B across 448 positions, quarter ended Sep 30, 2025. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%The Birmingham firm's own site says it delivers investment management through a m••••••••• o••••• structure serving a select group of clients.Factverifieds•••••••••.com“••• Locked”
  • Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Team
13 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
N••• R••••••••Portfolio ManagerDirect investments · investment decisionsnone on record
H•••• C•••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Oct 17, 2024)
sec.gov Fact
C•••• C••••••Managing Director,Leadershipnone on record
K•• H••••••Director,Leadershipnone on record
M•••••• B••••Managing Director,Leadershipnone on record
Full team · 13 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
T••••• J••Senior Fixed Income ManagerLeadershipnone on record
T••• S••••Executive Managing Director,Leadershipnone on record
C•••• T•••••Senior Wealth Strategy AssociateOthernone on record
C•••••• H••••••Senior Client AssociateOthernone on record
D••• M••••••Wealth Strategy AssociateOthernone on record
J••• L•••Wealth AdvisorOthernone on record
J•• A••••Chief Wealth Strategist,Othernone on record
J•••• D•••••Financial AdvisorOthernone on record
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) s•••••••••.com
Signals and timeline
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$4.3B Inference
13F table value, quarter ended 2025-09-30; long 13(f) securities only
Direct investment team
1 Inference
named professionals with this responsibility
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 448 for the quarter ended Sep 30, 2025; $3.6B shown of $4.3B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A•••• I••COM$252M991,3675.9%
M•••••••• C•••COM$227M437,3915.3%
A••••••• I••CAP STK CL A$203M835,1414.7%
W•••••• I••COM$195M1,895,7544.5%
J••••••• C•••• • C••COM$183M579,4714.2%
B•••••••• H••••••• I•• D••CL B NEW$148M293,4373.4%
A••••• C•• I••COM$136M618,9733.2%
C•••••• C••• N••COM$123M792,9652.9%
P••••••• 6•COM$120M883,6342.8%
V••• I••COM CL A$119M349,8852.8%
All 40 positionslargest value first
IssuerClassValueSharesWeight
E•••• M•••• C•••COM$113M1,000,7662.6%
C•••• S•• I••COM$108M1,571,2912.5%
H••• D•••• I••COM$104M257,4672.4%
J•••••• • J••••••COM$98.5M531,0162.3%
P••• A••• N••••••• I••COM$85.4M419,5722.0%
S••••••• C•COM$84.6M892,9892.0%
A••••••• M•••• D•••••• I••COM$81.9M506,3761.9%
T•• C•• I•• N••COM$81.9M566,7101.9%
I•••••• T•CORE S&P500 ETF$80.4M120,0801.9%
M••• P•••••••• I••CL A$77.7M105,8531.8%
S••••••••• B••••••••• I••COM$74.1M919,7011.7%
C••••• W••• C••• N••COM$69.5M75,0701.6%
P••••••• I•••COM$66.2M577,8271.5%
G• H••••••••• T••••••••• I•COMMON STOCK$65.8M875,7961.5%
H•••••••• I••• I••COM$64.2M305,0401.5%
D••• T••••••••• I••CL C$58.4M411,9461.4%
S•••••• J• M• C•COM NEW$57.5M529,7911.3%
D••••• W••• C•COM$55.9M488,4751.3%
B••••••• I••COM$54.9M166,3021.3%
D•••• • C•COM$52.8M115,3811.2%
I•••••COM$51.5M75,3561.2%
D•••••• C•••••••••COM$50.8M256,3051.2%
N••• I••CL B$44.7M641,7241.0%
E•• L•••• • C•COM$42.6M55,8961.0%
3• C•COM$40.3M259,4930.9%
N••••• C•••••••••COM$32.5M174,1230.8%
O••••• C•••COM$28.0M99,4000.6%
T••••• S••••••••• M•• L••SPONSORED ADS$24.2M86,7600.6%
I•••••• Q•• T•UNIT SER 1$23.0M38,2600.5%
V••••••• I•••• F••S&P 500 ETF SHS$22.6M36,8880.5%
Changes between the last two quarters
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
All 25 changes
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
61show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 61 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)
Contactability
+40 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• e••••• (1)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+18 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($4,310,246,956)
+8 m••••••••• o•••••
+0 r••• (354)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 61 observations
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PX,N-PX/ASep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar fts mention29Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalNon adviser filerDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F7Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F7Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F6Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F6Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F6Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F4Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions448Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions448Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions407Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions395Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions411Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions393Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions370Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$4.3BSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$4.0BJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$3.7BMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$3.7BDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$3.8BSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$3.5BJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$3.2BMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBirmingham, ALMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Multi family officeSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Office type (stated)Multi family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website••• LockedSep 15, 2026DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.comInference
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact

Not yet on record: direct investments.