STEARNS FINANCIAL SERVICES GROUP INC
Legal name: STEARNS FINANCIAL GROUP
CRD #106298 SEC #801-39328 GREENSBORO, NC 336-230-1811
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
30
Clients
101
Accounts
2,300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $1.4B | $1.4B | $0 | 30 | 4 |
| Jun 2020 | $1.4B | $1.4B | $0 | 30 | 4 |
| Mar 2020 | $1.4B | $1.4B | $0 | 30 | 4 |
| Nov 2019 | $1.3B | $1.3B | $0 | 29 | 4 |
| Mar 2019 | $1.3B | $1.3B | $0 | 29 | 4 |
| Jun 2018 | $1.1B | $1.1B | $0 | 26 | 4 |
| Mar 2018 | $1.1B | $1.1B | $0 | 26 | 4 |
| Dec 2017 | $949.3M | $936.1M | $13.2M | 23 | 1 |
| Aug 2017 | $949.3M | $936.1M | $13.2M | 23 | 600 |
| Mar 2017 | $949.3M | $936.1M | $13.2M | 23 | 600 |
| Mar 2016 | $802.2M | $792.4M | $9.8M | 22 | 600 |
| Apr 2015 | $766.8M | $759.5M | $7.3M | 19 | 500 |
| Mar 2014 | $686.9M | $680.7M | $6.1M | 19 | 500 |
| May 2013 | $532.9M | $528.2M | $4.7M | 16 | 400 |
| Apr 2013 | $532.9M | $528.2M | $4.7M | 16 | 400 |
| May 2012 | $470.6M | $455M | $15.6M | 11 | 400 |
| Mar 2012 | $470.6M | $455M | $15.6M | 11 | 400 |
| Dec 2011 | $432M | $420.4M | $11.6M | 11 | 251 |
| Aug 2011 | $418.8M | $407.6M | $11.3M | -- | -- |
| Jul 2011 | $418.8M | $407.6M | $11.3M | -- | -- |
| Apr 2011 | $418.8M | $407.6M | $11.3M | -- | -- |
| Mar 2010 | $359.8M | $356.5M | $3.3M | -- | -- |
| Mar 2009 | $277.3M | $274.2M | $3.1M | -- | -- |
| Mar 2007 | $298.9M | $295.9M | $3M | 10 | -- |
| Mar 2006 | $278.5M | $275.4M | $3.1M | 10 | -- |
| Mar 2004 | $159.5M | $155.8M | $3.7M | 10 | -- |
| Mar 2002 | $117.1M | $113.4M | $3.7M | 10 | -- |
| Sep 2001 | $106.4M | $102.5M | $3.9M | 5 | -- |
DateJul 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees30
Clients4
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees30
Clients4
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees30
Clients4
DateNov 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients4
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients4
DateJun 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients4
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees26
Clients4
DateDec 2017
Total AUM$949.3M
Discretionary$936.1M
Non-Disc.$13.2M
Employees23
Clients1
DateAug 2017
Total AUM$949.3M
Discretionary$936.1M
Non-Disc.$13.2M
Employees23
Clients600
DateMar 2017
Total AUM$949.3M
Discretionary$936.1M
Non-Disc.$13.2M
Employees23
Clients600
DateMar 2016
Total AUM$802.2M
Discretionary$792.4M
Non-Disc.$9.8M
Employees22
Clients600
DateApr 2015
Total AUM$766.8M
Discretionary$759.5M
Non-Disc.$7.3M
Employees19
Clients500
DateMar 2014
Total AUM$686.9M
Discretionary$680.7M
Non-Disc.$6.1M
Employees19
Clients500
DateMay 2013
Total AUM$532.9M
Discretionary$528.2M
Non-Disc.$4.7M
Employees16
Clients400
DateApr 2013
Total AUM$532.9M
Discretionary$528.2M
Non-Disc.$4.7M
Employees16
Clients400
DateMay 2012
Total AUM$470.6M
Discretionary$455M
Non-Disc.$15.6M
Employees11
Clients400
DateMar 2012
Total AUM$470.6M
Discretionary$455M
Non-Disc.$15.6M
Employees11
Clients400
DateDec 2011
Total AUM$432M
Discretionary$420.4M
Non-Disc.$11.6M
Employees11
Clients251
DateAug 2011
Total AUM$418.8M
Discretionary$407.6M
Non-Disc.$11.3M
Employees--
Clients--
DateJul 2011
Total AUM$418.8M
Discretionary$407.6M
Non-Disc.$11.3M
Employees--
Clients--
DateApr 2011
Total AUM$418.8M
Discretionary$407.6M
Non-Disc.$11.3M
Employees--
Clients--
DateMar 2010
Total AUM$359.8M
Discretionary$356.5M
Non-Disc.$3.3M
Employees--
Clients--
DateMar 2009
Total AUM$277.3M
Discretionary$274.2M
Non-Disc.$3.1M
Employees--
Clients--
DateMar 2007
Total AUM$298.9M
Discretionary$295.9M
Non-Disc.$3M
Employees10
Clients--
DateMar 2006
Total AUM$278.5M
Discretionary$275.4M
Non-Disc.$3.1M
Employees10
Clients--
DateMar 2004
Total AUM$159.5M
Discretionary$155.8M
Non-Disc.$3.7M
Employees10
Clients--
DateMar 2002
Total AUM$117.1M
Discretionary$113.4M
Non-Disc.$3.7M
Employees10
Clients--
DateSep 2001
Total AUM$106.4M
Discretionary$102.5M
Non-Disc.$3.9M
Employees5
Clients--