SPC FINANCIAL INC
CRD #104618 SEC #801-14191 ROCKVILLE, MD 301-770-6800
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
33
Clients
101
Accounts
4,180
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.4B | $3.1M | 33 | 5 |
| Jan 2025 | $1.2B | $1.2B | $5M | 27 | 23 |
| Oct 2024 | $1.2B | $1.2B | $5M | 27 | 23 |
| Jul 2024 | $1.2B | $1.2B | $5M | 27 | 23 |
| Mar 2024 | $1.2B | $1.2B | $5M | 27 | 23 |
| Sep 2023 | $1B | $995.5M | $4.7M | 26 | 214 |
| Mar 2023 | $1B | $995.5M | $4.7M | 26 | 214 |
| Nov 2022 | $1.1B | $1.1B | $4M | 25 | 217 |
| Sep 2022 | $1.1B | $1.1B | $4M | 25 | 217 |
| Mar 2022 | $1.1B | $1.1B | $4M | 25 | 217 |
| Nov 2021 | $955.1M | $953.3M | $1.9M | 25 | 298 |
| May 2021 | $955.1M | $953.3M | $1.9M | 25 | 298 |
| Mar 2021 | $955.1M | $953.3M | $1.9M | 25 | 298 |
| Jul 2020 | $790.1M | $784.3M | $5.8M | 27 | 295 |
| Jun 2020 | $790.1M | $784.3M | $5.8M | 27 | 295 |
| Jun 2020 | $790.1M | $784.3M | $5.8M | 27 | 295 |
| Apr 2020 | $790.1M | $784.3M | $5.8M | 27 | 295 |
| Mar 2020 | $790.1M | $784.3M | $5.8M | 27 | 295 |
| Mar 2019 | $628M | $623.6M | $4.4M | 24 | 316 |
| May 2018 | $768.4M | $639.2M | $129.2M | 24 | 25 |
| Apr 2018 | $768.4M | $639.2M | $129.2M | 24 | 25 |
| Mar 2018 | $768.4M | $639.2M | $129.2M | 24 | 25 |
| Dec 2017 | $741.2M | $607.8M | $133.4M | 25 | 28 |
| May 2017 | $669.4M | $530M | $139.4M | 25 | 900 |
| Mar 2017 | $669.4M | $530M | $139.4M | 25 | 900 |
| Jan 2017 | $654.6M | $495.4M | $159.2M | 26 | 600 |
| Nov 2016 | $654.6M | $495.4M | $159.2M | 25 | 600 |
| Sep 2016 | $654.6M | $495.4M | $159.2M | 25 | 600 |
| Jun 2016 | $654.6M | $495.4M | $159.2M | 24 | 600 |
| Mar 2016 | $654.6M | $495.4M | $159.2M | 25 | 600 |
| Mar 2016 | $681.3M | $514.6M | $166.7M | 27 | 600 |
| Dec 2015 | $681.3M | $514.6M | $166.7M | 27 | 600 |
| Oct 2015 | $681.3M | $514.6M | $166.7M | 27 | 600 |
| Sep 2015 | $681.3M | $514.6M | $166.7M | 26 | 600 |
| Aug 2015 | $681.3M | $514.6M | $166.7M | 26 | 600 |
| Jun 2015 | $681.3M | $514.6M | $166.7M | 26 | 600 |
| Jun 2015 | $681.3M | $514.6M | $166.7M | 26 | 600 |
| May 2015 | $681.3M | $514.6M | $166.7M | 26 | 600 |
| Mar 2015 | $667.5M | $498.3M | $169.2M | 24 | 600 |
| Apr 2014 | $599.6M | $441.5M | $158.1M | 22 | 600 |
| Mar 2014 | $599.6M | $441.5M | $158.1M | 22 | 600 |
| Feb 2014 | $613.7M | $345.6M | $268.1M | 26 | 600 |
| Dec 2013 | $613.7M | $345.6M | $268.1M | 26 | 600 |
| Jul 2013 | $613.7M | $345.6M | $268.1M | 26 | 600 |
| Apr 2013 | $613.7M | $345.6M | $268.1M | 27 | 600 |
| Jan 2013 | $529.8M | $290M | $239.8M | 27 | 500 |
| Sep 2012 | $529.8M | $290M | $239.8M | 11 | 500 |
| Jul 2012 | $529.8M | $290M | $239.8M | 11 | 500 |
| May 2012 | $529.8M | $290M | $239.8M | 11 | 500 |
| Mar 2012 | $529.8M | $290M | $239.8M | 11 | 500 |
| Mar 2012 | $530M | $290M | $240M | 11 | 500 |
| Dec 2011 | $499.6M | $251.9M | $247.7M | 11 | 251 |
| Nov 2011 | $499.6M | $251.9M | $247.7M | 11 | 251 |
| Aug 2011 | $499.6M | $251.9M | $247.7M | -- | -- |
| Apr 2011 | $499.6M | $251.9M | $247.7M | -- | -- |
| Mar 2011 | $499.6M | $251.9M | $247.7M | -- | -- |
| Mar 2011 | $499.6M | $251.9M | $247.7M | -- | -- |
| Jun 2010 | $430.1M | $189.6M | $240.5M | -- | -- |
| May 2010 | $430.1M | $189.6M | $240.5M | -- | -- |
| Mar 2008 | $477.9M | $153.1M | $324.8M | -- | -- |
| Mar 2007 | $370.3M | $127.6M | $242.7M | -- | -- |
| Mar 2006 | $317M | $102.3M | $214.6M | -- | -- |
| Dec 2004 | $248.7M | $94.2M | $154.6M | -- | -- |
| Mar 2004 | $248.7M | $94.2M | $154.6M | -- | -- |
| Mar 2002 | $217.4M | $87.3M | $130.1M | 10 | -- |
| Mar 2002 | $223.4M | $84.9M | $138.5M | 10 | -- |
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.1M
Employees33
Clients5
DateJan 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees27
Clients23
DateOct 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees27
Clients23
DateJul 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees27
Clients23
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5M
Employees27
Clients23
DateSep 2023
Total AUM$1B
Discretionary$995.5M
Non-Disc.$4.7M
Employees26
Clients214
DateMar 2023
Total AUM$1B
Discretionary$995.5M
Non-Disc.$4.7M
Employees26
Clients214
DateNov 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4M
Employees25
Clients217
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4M
Employees25
Clients217
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4M
Employees25
Clients217
DateNov 2021
Total AUM$955.1M
Discretionary$953.3M
Non-Disc.$1.9M
Employees25
Clients298
DateMay 2021
Total AUM$955.1M
Discretionary$953.3M
Non-Disc.$1.9M
Employees25
Clients298
DateMar 2021
Total AUM$955.1M
Discretionary$953.3M
Non-Disc.$1.9M
Employees25
Clients298
DateJul 2020
Total AUM$790.1M
Discretionary$784.3M
Non-Disc.$5.8M
Employees27
Clients295
DateJun 2020
Total AUM$790.1M
Discretionary$784.3M
Non-Disc.$5.8M
Employees27
Clients295
DateJun 2020
Total AUM$790.1M
Discretionary$784.3M
Non-Disc.$5.8M
Employees27
Clients295
DateApr 2020
Total AUM$790.1M
Discretionary$784.3M
Non-Disc.$5.8M
Employees27
Clients295
DateMar 2020
Total AUM$790.1M
Discretionary$784.3M
Non-Disc.$5.8M
Employees27
Clients295
DateMar 2019
Total AUM$628M
Discretionary$623.6M
Non-Disc.$4.4M
Employees24
Clients316
DateMay 2018
Total AUM$768.4M
Discretionary$639.2M
Non-Disc.$129.2M
Employees24
Clients25
DateApr 2018
Total AUM$768.4M
Discretionary$639.2M
Non-Disc.$129.2M
Employees24
Clients25
DateMar 2018
Total AUM$768.4M
Discretionary$639.2M
Non-Disc.$129.2M
Employees24
Clients25
DateDec 2017
Total AUM$741.2M
Discretionary$607.8M
Non-Disc.$133.4M
Employees25
Clients28
DateMay 2017
Total AUM$669.4M
Discretionary$530M
Non-Disc.$139.4M
Employees25
Clients900
DateMar 2017
Total AUM$669.4M
Discretionary$530M
Non-Disc.$139.4M
Employees25
Clients900
DateJan 2017
Total AUM$654.6M
Discretionary$495.4M
Non-Disc.$159.2M
Employees26
Clients600
DateNov 2016
Total AUM$654.6M
Discretionary$495.4M
Non-Disc.$159.2M
Employees25
Clients600
DateSep 2016
Total AUM$654.6M
Discretionary$495.4M
Non-Disc.$159.2M
Employees25
Clients600
DateJun 2016
Total AUM$654.6M
Discretionary$495.4M
Non-Disc.$159.2M
Employees24
Clients600
DateMar 2016
Total AUM$654.6M
Discretionary$495.4M
Non-Disc.$159.2M
Employees25
Clients600
DateMar 2016
Total AUM$681.3M
Discretionary$514.6M
Non-Disc.$166.7M
Employees27
Clients600
DateDec 2015
Total AUM$681.3M
Discretionary$514.6M
Non-Disc.$166.7M
Employees27
Clients600
DateOct 2015
Total AUM$681.3M
Discretionary$514.6M
Non-Disc.$166.7M
Employees27
Clients600
DateSep 2015
Total AUM$681.3M
Discretionary$514.6M
Non-Disc.$166.7M
Employees26
Clients600
DateAug 2015
Total AUM$681.3M
Discretionary$514.6M
Non-Disc.$166.7M
Employees26
Clients600
DateJun 2015
Total AUM$681.3M
Discretionary$514.6M
Non-Disc.$166.7M
Employees26
Clients600
DateJun 2015
Total AUM$681.3M
Discretionary$514.6M
Non-Disc.$166.7M
Employees26
Clients600
DateMay 2015
Total AUM$681.3M
Discretionary$514.6M
Non-Disc.$166.7M
Employees26
Clients600
DateMar 2015
Total AUM$667.5M
Discretionary$498.3M
Non-Disc.$169.2M
Employees24
Clients600
DateApr 2014
Total AUM$599.6M
Discretionary$441.5M
Non-Disc.$158.1M
Employees22
Clients600
DateMar 2014
Total AUM$599.6M
Discretionary$441.5M
Non-Disc.$158.1M
Employees22
Clients600
DateFeb 2014
Total AUM$613.7M
Discretionary$345.6M
Non-Disc.$268.1M
Employees26
Clients600
DateDec 2013
Total AUM$613.7M
Discretionary$345.6M
Non-Disc.$268.1M
Employees26
Clients600
DateJul 2013
Total AUM$613.7M
Discretionary$345.6M
Non-Disc.$268.1M
Employees26
Clients600
DateApr 2013
Total AUM$613.7M
Discretionary$345.6M
Non-Disc.$268.1M
Employees27
Clients600
DateJan 2013
Total AUM$529.8M
Discretionary$290M
Non-Disc.$239.8M
Employees27
Clients500
DateSep 2012
Total AUM$529.8M
Discretionary$290M
Non-Disc.$239.8M
Employees11
Clients500
DateJul 2012
Total AUM$529.8M
Discretionary$290M
Non-Disc.$239.8M
Employees11
Clients500
DateMay 2012
Total AUM$529.8M
Discretionary$290M
Non-Disc.$239.8M
Employees11
Clients500
DateMar 2012
Total AUM$529.8M
Discretionary$290M
Non-Disc.$239.8M
Employees11
Clients500
DateMar 2012
Total AUM$530M
Discretionary$290M
Non-Disc.$240M
Employees11
Clients500
DateDec 2011
Total AUM$499.6M
Discretionary$251.9M
Non-Disc.$247.7M
Employees11
Clients251
DateNov 2011
Total AUM$499.6M
Discretionary$251.9M
Non-Disc.$247.7M
Employees11
Clients251
DateAug 2011
Total AUM$499.6M
Discretionary$251.9M
Non-Disc.$247.7M
Employees--
Clients--
DateApr 2011
Total AUM$499.6M
Discretionary$251.9M
Non-Disc.$247.7M
Employees--
Clients--
DateMar 2011
Total AUM$499.6M
Discretionary$251.9M
Non-Disc.$247.7M
Employees--
Clients--
DateMar 2011
Total AUM$499.6M
Discretionary$251.9M
Non-Disc.$247.7M
Employees--
Clients--
DateJun 2010
Total AUM$430.1M
Discretionary$189.6M
Non-Disc.$240.5M
Employees--
Clients--
DateMay 2010
Total AUM$430.1M
Discretionary$189.6M
Non-Disc.$240.5M
Employees--
Clients--
DateMar 2008
Total AUM$477.9M
Discretionary$153.1M
Non-Disc.$324.8M
Employees--
Clients--
DateMar 2007
Total AUM$370.3M
Discretionary$127.6M
Non-Disc.$242.7M
Employees--
Clients--
DateMar 2006
Total AUM$317M
Discretionary$102.3M
Non-Disc.$214.6M
Employees--
Clients--
DateDec 2004
Total AUM$248.7M
Discretionary$94.2M
Non-Disc.$154.6M
Employees--
Clients--
DateMar 2004
Total AUM$248.7M
Discretionary$94.2M
Non-Disc.$154.6M
Employees--
Clients--
DateMar 2002
Total AUM$217.4M
Discretionary$87.3M
Non-Disc.$130.1M
Employees10
Clients--
DateMar 2002
Total AUM$223.4M
Discretionary$84.9M
Non-Disc.$138.5M
Employees10
Clients--