STEVEN CHARLES CAPITAL LTD
CRD #104814 SEC #801-26716 ROCHESTER, NY 585-325-1870
SEC Registered
Total AUM
$125M
Discretionary
$125M
Employees
2
Clients
26
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $125M | $125M | $0 | 2 | 50 |
| Mar 2024 | $130M | $130M | $0 | 2 | 0 |
| Apr 2023 | $120M | $120M | $0 | 2 | 0 |
| Mar 2022 | $130M | $130M | $0 | 2 | 0 |
| Mar 2021 | $120M | $120M | $0 | 2 | 0 |
| Jun 2020 | $97M | $97M | $0 | 2 | 0 |
| May 2020 | $97M | $97M | $0 | 2 | 0 |
| Mar 2019 | $87M | $87M | $0 | 4 | 0 |
| Apr 2018 | $93M | $93M | $0 | 4 | 0 |
| Mar 2018 | $93M | $93M | $0 | 4 | 0 |
| Mar 2017 | $83M | $83M | $0 | 4 | 26 |
| Sep 2016 | $83M | $83M | $0 | 4 | 26 |
| Mar 2016 | $83M | $83M | $0 | 4 | 26 |
| Mar 2015 | $82M | $82M | $0 | 4 | 26 |
| Jun 2014 | $72M | $72M | $0 | 4 | 26 |
| Mar 2014 | $72M | $72M | $0 | 4 | 26 |
| Oct 2013 | $60.9M | $58.2M | $2.8M | 4 | 26 |
| Sep 2013 | $60.9M | $58.2M | $2.8M | 4 | 26 |
| Apr 2013 | $60.9M | $58.2M | $2.8M | 4 | 26 |
| Mar 2013 | $60.9M | $58.2M | $2.8M | 4 | 26 |
| Mar 2012 | $57.3M | $53.9M | $3.3M | 1 | 26 |
| Mar 2011 | $62.3M | $59.5M | $2.8M | 5 | -- |
| Mar 2007 | $107.6M | $101.4M | $6.2M | 10 | -- |
| Feb 2006 | $166.9M | $158.6M | $8.3M | 10 | -- |
| Mar 2002 | $184.1M | $172.6M | $11.5M | 10 | -- |
DateJun 2025
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees2
Clients50
DateMar 2024
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees4
Clients26
DateSep 2016
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees4
Clients26
DateJun 2014
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees4
Clients26
DateOct 2013
Total AUM$60.9M
Discretionary$58.2M
Non-Disc.$2.8M
Employees4
Clients26
DateSep 2013
Total AUM$60.9M
Discretionary$58.2M
Non-Disc.$2.8M
Employees4
Clients26
DateApr 2013
Total AUM$60.9M
Discretionary$58.2M
Non-Disc.$2.8M
Employees4
Clients26
DateMar 2013
Total AUM$60.9M
Discretionary$58.2M
Non-Disc.$2.8M
Employees4
Clients26
DateMar 2012
Total AUM$57.3M
Discretionary$53.9M
Non-Disc.$3.3M
Employees1
Clients26
DateMar 2011
Total AUM$62.3M
Discretionary$59.5M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2007
Total AUM$107.6M
Discretionary$101.4M
Non-Disc.$6.2M
Employees10
Clients--
DateFeb 2006
Total AUM$166.9M
Discretionary$158.6M
Non-Disc.$8.3M
Employees10
Clients--
DateMar 2002
Total AUM$184.1M
Discretionary$172.6M
Non-Disc.$11.5M
Employees10
Clients--