ROWLAND CARMICHAEL ADVISORS INC
CRD #105766 SEC #801-31188 SCOTTSDALE, AZ 480-421-2660
SEC Registered
Total AUM
$266.4M
Discretionary
$249.6M
Employees
7
Clients
1
Accounts
589
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $266.4M | $249.6M | $16.8M | 7 | 130 |
| Jun 2020 | $266.4M | $249.6M | $16.8M | 7 | 130 |
| May 2020 | $266.4M | $249.6M | $16.8M | 7 | 130 |
| May 2020 | $266.4M | $249.6M | $16.8M | 7 | 130 |
| Mar 2020 | $266.4M | $249.6M | $16.8M | 7 | 130 |
| Mar 2019 | $321.8M | $319.1M | $2.6M | 8 | 214 |
| Oct 2018 | $237.2M | $228M | $9.2M | 9 | 16 |
| Mar 2018 | $237.2M | $228M | $9.2M | 9 | 16 |
| Sep 2017 | $199.3M | $190.2M | $9.2M | 11 | 200 |
| Mar 2017 | $199.3M | $190.2M | $9.2M | 11 | 200 |
| Mar 2016 | $194.2M | $191.5M | $2.7M | 11 | 200 |
| Mar 2016 | $194.2M | $191.5M | $2.7M | 11 | 200 |
| Aug 2015 | $172.9M | $172.9M | $0 | 12 | 200 |
| Mar 2015 | $165.1M | $165.1M | $0 | 11 | 200 |
| Jul 2014 | $157.5M | $157.5M | $0 | 11 | 200 |
| Mar 2014 | $157.5M | $157.5M | $0 | 11 | 200 |
| Mar 2013 | $444.9M | $216.8M | $228.1M | 11 | 200 |
| Jan 2013 | $387.3M | $309M | $78.3M | 11 | 200 |
| Jul 2012 | $387.3M | $309M | $78.3M | 6 | 200 |
| Apr 2012 | $387.3M | $309M | $78.3M | 6 | 200 |
| Jun 2011 | $380.6M | $372.8M | $7.8M | 10 | -- |
| Mar 2011 | $380.6M | $372.8M | $7.8M | 10 | -- |
| Sep 2010 | $351.8M | $343M | $8.7M | 10 | -- |
| May 2010 | $351.8M | $343M | $8.7M | 10 | -- |
| Mar 2008 | $445.8M | $435.2M | $10.5M | -- | -- |
| Feb 2007 | $431.8M | $421.1M | $10.8M | 10 | -- |
| Dec 2006 | $359.3M | $359M | $378.5K | 10 | -- |
| Nov 2005 | $294M | $292.6M | $1.4M | 10 | -- |
| Nov 2005 | $294M | $292.6M | $1.4M | 10 | -- |
| Mar 2002 | $218.8M | $181.1M | $37.7M | 10 | -- |
DateJan 2021
Total AUM$266.4M
Discretionary$249.6M
Non-Disc.$16.8M
Employees7
Clients130
DateJun 2020
Total AUM$266.4M
Discretionary$249.6M
Non-Disc.$16.8M
Employees7
Clients130
DateMay 2020
Total AUM$266.4M
Discretionary$249.6M
Non-Disc.$16.8M
Employees7
Clients130
DateMay 2020
Total AUM$266.4M
Discretionary$249.6M
Non-Disc.$16.8M
Employees7
Clients130
DateMar 2020
Total AUM$266.4M
Discretionary$249.6M
Non-Disc.$16.8M
Employees7
Clients130
DateMar 2019
Total AUM$321.8M
Discretionary$319.1M
Non-Disc.$2.6M
Employees8
Clients214
DateOct 2018
Total AUM$237.2M
Discretionary$228M
Non-Disc.$9.2M
Employees9
Clients16
DateMar 2018
Total AUM$237.2M
Discretionary$228M
Non-Disc.$9.2M
Employees9
Clients16
DateSep 2017
Total AUM$199.3M
Discretionary$190.2M
Non-Disc.$9.2M
Employees11
Clients200
DateMar 2017
Total AUM$199.3M
Discretionary$190.2M
Non-Disc.$9.2M
Employees11
Clients200
DateMar 2016
Total AUM$194.2M
Discretionary$191.5M
Non-Disc.$2.7M
Employees11
Clients200
DateMar 2016
Total AUM$194.2M
Discretionary$191.5M
Non-Disc.$2.7M
Employees11
Clients200
DateAug 2015
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees12
Clients200
DateMar 2015
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees11
Clients200
DateJul 2014
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees11
Clients200
DateMar 2014
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees11
Clients200
DateMar 2013
Total AUM$444.9M
Discretionary$216.8M
Non-Disc.$228.1M
Employees11
Clients200
DateJan 2013
Total AUM$387.3M
Discretionary$309M
Non-Disc.$78.3M
Employees11
Clients200
DateJul 2012
Total AUM$387.3M
Discretionary$309M
Non-Disc.$78.3M
Employees6
Clients200
DateApr 2012
Total AUM$387.3M
Discretionary$309M
Non-Disc.$78.3M
Employees6
Clients200
DateJun 2011
Total AUM$380.6M
Discretionary$372.8M
Non-Disc.$7.8M
Employees10
Clients--
DateMar 2011
Total AUM$380.6M
Discretionary$372.8M
Non-Disc.$7.8M
Employees10
Clients--
DateSep 2010
Total AUM$351.8M
Discretionary$343M
Non-Disc.$8.7M
Employees10
Clients--
DateMay 2010
Total AUM$351.8M
Discretionary$343M
Non-Disc.$8.7M
Employees10
Clients--
DateMar 2008
Total AUM$445.8M
Discretionary$435.2M
Non-Disc.$10.5M
Employees--
Clients--
DateFeb 2007
Total AUM$431.8M
Discretionary$421.1M
Non-Disc.$10.8M
Employees10
Clients--
DateDec 2006
Total AUM$359.3M
Discretionary$359M
Non-Disc.$378.5K
Employees10
Clients--
DateNov 2005
Total AUM$294M
Discretionary$292.6M
Non-Disc.$1.4M
Employees10
Clients--
DateNov 2005
Total AUM$294M
Discretionary$292.6M
Non-Disc.$1.4M
Employees10
Clients--
DateMar 2002
Total AUM$218.8M
Discretionary$181.1M
Non-Disc.$37.7M
Employees10
Clients--