DAVIDSON & GARRARD INC
CRD #105206 SEC #801-28022 LYNCHBURG, VA 434-847-6600
SEC Registered
Total AUM
$684.8M
Discretionary
$679.6M
Employees
12
Clients
26
Accounts
1,338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $684.8M | $679.6M | $5.2M | 12 | 900 |
| Mar 2017 | $684.8M | $679.6M | $5.2M | 12 | 900 |
| Oct 2016 | $652.1M | $648.1M | $4M | 12 | 900 |
| Apr 2016 | $652.1M | $648.1M | $4M | 12 | 900 |
| Mar 2016 | $652.1M | $648.1M | $4M | 12 | 900 |
| Nov 2015 | $694M | $694M | $0 | 12 | 900 |
| Mar 2015 | $694M | $694M | $0 | 12 | 900 |
| Mar 2014 | $608.8M | $608.8M | $0 | 11 | 900 |
| Mar 2014 | $608.8M | $608.8M | $0 | 11 | 900 |
| Sep 2013 | $509M | $509M | $0 | 10 | 825 |
| Mar 2013 | $509M | $509M | $0 | 10 | 825 |
| Mar 2012 | $439.3M | $439.3M | $0 | 6 | 800 |
| Mar 2012 | $439.3M | $439.3M | $0 | 6 | 800 |
| Oct 2009 | $317.9M | $317.9M | $0 | 10 | -- |
| Mar 2009 | $317.9M | $317.9M | $0 | 10 | -- |
| Mar 2008 | $448.9M | $448.9M | $0 | 10 | -- |
| Mar 2007 | $447.5M | $447.5M | $0 | 10 | -- |
| Mar 2006 | $429.8M | $429.8M | $0 | 10 | -- |
| Mar 2004 | $412M | $412M | $0 | 10 | -- |
| Mar 2002 | $464.4M | $464.4M | $0 | 10 | -- |
| Mar 2002 | $464.4M | $464.4M | $0 | 10 | -- |
DateAug 2017
Total AUM$684.8M
Discretionary$679.6M
Non-Disc.$5.2M
Employees12
Clients900
DateMar 2017
Total AUM$684.8M
Discretionary$679.6M
Non-Disc.$5.2M
Employees12
Clients900
DateOct 2016
Total AUM$652.1M
Discretionary$648.1M
Non-Disc.$4M
Employees12
Clients900
DateApr 2016
Total AUM$652.1M
Discretionary$648.1M
Non-Disc.$4M
Employees12
Clients900
DateMar 2016
Total AUM$652.1M
Discretionary$648.1M
Non-Disc.$4M
Employees12
Clients900
DateNov 2015
Total AUM$694M
Discretionary$694M
Non-Disc.$0
Employees12
Clients900
DateMar 2015
Total AUM$694M
Discretionary$694M
Non-Disc.$0
Employees12
Clients900
DateMar 2014
Total AUM$608.8M
Discretionary$608.8M
Non-Disc.$0
Employees11
Clients900
DateMar 2014
Total AUM$608.8M
Discretionary$608.8M
Non-Disc.$0
Employees11
Clients900
DateSep 2013
Total AUM$509M
Discretionary$509M
Non-Disc.$0
Employees10
Clients825
DateMar 2013
Total AUM$509M
Discretionary$509M
Non-Disc.$0
Employees10
Clients825
DateMar 2012
Total AUM$439.3M
Discretionary$439.3M
Non-Disc.$0
Employees6
Clients800
DateMar 2012
Total AUM$439.3M
Discretionary$439.3M
Non-Disc.$0
Employees6
Clients800
DateOct 2009
Total AUM$317.9M
Discretionary$317.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$317.9M
Discretionary$317.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$448.9M
Discretionary$448.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$412M
Discretionary$412M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$464.4M
Discretionary$464.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$464.4M
Discretionary$464.4M
Non-Disc.$0
Employees10
Clients--