CADARET, GRANT & CO., INC.
Legal name: CADARET GRANT & CO INC
CRD #10641 SEC #801-42709 SYRACUSE, NY 800-288-8601
SEC Registered Broker-Dealer Disclosures
Total AUM
$7.7B
Discretionary
$7.5B
Employees
692
Clients
101
Accounts
25,442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $7.7B | $7.5B | $127M | 692 | 5,417 |
| Jul 2025 | $7.7B | $7.5B | $127M | 692 | 5,417 |
| May 2025 | $7.7B | $7.5B | $127M | 692 | 5,417 |
| Mar 2025 | $7.7B | $7.5B | $127M | 692 | 5,417 |
| Jan 2025 | $6.9B | $6.8B | $102.6M | 761 | 5,685 |
| Oct 2024 | $6.9B | $6.8B | $102.6M | 761 | 5,685 |
| Aug 2024 | $6.9B | $6.8B | $102.6M | 761 | 5,685 |
| Jun 2024 | $6.9B | $6.8B | $102.6M | 761 | 5,685 |
| Mar 2024 | $6.9B | $6.8B | $102.6M | 761 | 5,685 |
| Nov 2023 | $5.8B | $5.8B | $39.4M | 726 | 3,553 |
| Sep 2023 | $5.8B | $5.8B | $39.4M | 726 | 3,553 |
| Aug 2023 | $5.8B | $5.8B | $39.4M | 726 | 3,553 |
| Jul 2023 | $5.8B | $5.8B | $39.4M | 726 | 3,553 |
| Mar 2023 | $5.8B | $5.8B | $39.4M | 726 | 3,553 |
| Mar 2023 | $6.3B | $6.3B | $22.8M | 621 | 4,884 |
| Feb 2023 | $6.3B | $6.3B | $22.8M | 621 | 4,884 |
| Jan 2023 | $6.3B | $6.3B | $22.8M | 621 | 4,884 |
| Dec 2022 | $6.3B | $6.3B | $22.8M | 621 | 4,884 |
| Sep 2022 | $6.3B | $6.3B | $22.8M | 621 | 4,884 |
| Aug 2022 | $6.3B | $6.3B | $22.8M | 621 | 4,884 |
| May 2022 | $6.3B | $6.3B | $22.8M | 621 | 4,884 |
| Apr 2022 | $6.3B | $6.3B | $22.8M | 621 | 4,884 |
| Mar 2022 | $6.3B | $6.3B | $22.8M | 621 | 4,884 |
| Jan 2022 | $6B | $5.3B | $712.2M | 1,000 | 866 |
| Aug 2021 | $6B | $5.3B | $712.2M | 1,000 | 866 |
| May 2021 | $6B | $5.3B | $712.2M | 1,000 | 866 |
| Apr 2021 | $6B | $5.3B | $712.2M | 1,000 | 866 |
| Aug 2020 | $4.6B | $3.8B | $815.6M | 1,000 | 832 |
| Aug 2020 | $4.6B | $3.8B | $815.6M | 1,000 | 832 |
| Jul 2020 | $4.6B | $3.8B | $815.6M | 1,000 | 832 |
| Jul 2020 | $4.6B | $3.8B | $815.6M | 1,000 | 832 |
| Jun 2020 | $4.6B | $3.8B | $815.6M | 1,000 | 832 |
| Jun 2020 | $4.6B | $3.8B | $815.6M | 1,000 | 832 |
| May 2020 | $4.6B | $3.8B | $815.6M | 1,000 | 832 |
| Jan 2020 | $3.8B | $3.2B | $611.6M | 1,000 | 584 |
| Nov 2019 | $3.8B | $3.2B | $611.6M | 1,000 | 584 |
| Aug 2019 | $3.8B | $3.2B | $611.6M | 1,000 | 584 |
| Mar 2019 | $3.8B | $3.2B | $611.6M | 1,000 | 584 |
| Nov 2018 | $4B | $3.3B | $686.8M | 1,000 | 560 |
| Sep 2018 | $4B | $3.3B | $686.8M | 1,000 | 560 |
| Jun 2018 | $4B | $3.3B | $686.8M | 1,000 | 560 |
| Mar 2018 | $4B | $3.3B | $686.8M | 1,000 | 560 |
| Sep 2017 | $3.6B | $3B | $586.3M | 1,000 | 18,300 |
| Aug 2017 | $3.6B | $3B | $586.3M | 1,000 | 18,300 |
| Apr 2017 | $3.6B | $3B | $586.3M | 1,000 | 18,300 |
| Mar 2017 | $3.6B | $3B | $586.3M | 1,000 | 18,300 |
| Mar 2016 | $3.5B | $2.9B | $612.2M | 1,000 | 13,000 |
| Oct 2015 | $3.4B | $2.8B | $560.5M | 1,000 | 13,000 |
| Jun 2015 | $3.4B | $2.8B | $560.5M | 1,000 | 13,000 |
| Apr 2015 | $3.4B | $2.8B | $560.5M | 1,000 | 13,000 |
| Aug 2014 | $2.9B | $2.4B | $524.3M | 1,000 | 11,000 |
| Jun 2014 | $2.9B | $2.4B | $524.3M | 1,000 | 11,000 |
| Mar 2014 | $2.9B | $2.4B | $524.3M | 1,000 | 11,000 |
| Mar 2013 | $2.6B | $2.1B | $428.6M | 1,000 | 11,000 |
| Apr 2012 | $2.1B | $1.8B | $285M | 251 | 11,000 |
| Mar 2012 | $2.1B | $1.8B | $285M | 251 | 11,000 |
| Jan 2012 | $1.7B | $1.7B | $0 | 251 | 10,800 |
| Apr 2011 | $1.7B | $1.7B | $0 | 251 | -- |
| Mar 2010 | $1.3B | $1.3B | $0 | 251 | -- |
| Apr 2009 | $978.2M | $978.2M | $0 | 251 | -- |
| Feb 2009 | $978.2M | $978.2M | $0 | 251 | -- |
| Jan 2008 | $1.1B | $772M | $363.5M | 5 | -- |
| Sep 2007 | $1.1B | $772M | $363.5M | 5 | -- |
| Feb 2007 | $1.1B | $772M | $363.5M | 5 | -- |
| Mar 2006 | $898.6M | $582.4M | $316.2M | 5 | -- |
| Nov 2005 | $704.7M | $435.9M | $268.8M | 10 | -- |
| Jun 2004 | $501.2M | $326.6M | $174.6M | 10 | -- |
| Mar 2004 | $501.2M | $326.6M | $174.6M | 10 | -- |
| Aug 2001 | $485.2M | $311.1M | $174.1M | 10 | -- |
DateJul 2025
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$127M
Employees692
Clients5,417
DateJul 2025
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$127M
Employees692
Clients5,417
DateMay 2025
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$127M
Employees692
Clients5,417
DateMar 2025
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$127M
Employees692
Clients5,417
DateJan 2025
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$102.6M
Employees761
Clients5,685
DateOct 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$102.6M
Employees761
Clients5,685
DateAug 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$102.6M
Employees761
Clients5,685
DateJun 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$102.6M
Employees761
Clients5,685
DateMar 2024
Total AUM$6.9B
Discretionary$6.8B
Non-Disc.$102.6M
Employees761
Clients5,685
DateNov 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$39.4M
Employees726
Clients3,553
DateSep 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$39.4M
Employees726
Clients3,553
DateAug 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$39.4M
Employees726
Clients3,553
DateJul 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$39.4M
Employees726
Clients3,553
DateMar 2023
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$39.4M
Employees726
Clients3,553
DateMar 2023
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$22.8M
Employees621
Clients4,884
DateFeb 2023
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$22.8M
Employees621
Clients4,884
DateJan 2023
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$22.8M
Employees621
Clients4,884
DateDec 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$22.8M
Employees621
Clients4,884
DateSep 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$22.8M
Employees621
Clients4,884
DateAug 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$22.8M
Employees621
Clients4,884
DateMay 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$22.8M
Employees621
Clients4,884
DateApr 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$22.8M
Employees621
Clients4,884
DateMar 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$22.8M
Employees621
Clients4,884
DateJan 2022
Total AUM$6B
Discretionary$5.3B
Non-Disc.$712.2M
Employees1,000
Clients866
DateAug 2021
Total AUM$6B
Discretionary$5.3B
Non-Disc.$712.2M
Employees1,000
Clients866
DateMay 2021
Total AUM$6B
Discretionary$5.3B
Non-Disc.$712.2M
Employees1,000
Clients866
DateApr 2021
Total AUM$6B
Discretionary$5.3B
Non-Disc.$712.2M
Employees1,000
Clients866
DateAug 2020
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$815.6M
Employees1,000
Clients832
DateAug 2020
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$815.6M
Employees1,000
Clients832
DateJul 2020
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$815.6M
Employees1,000
Clients832
DateJul 2020
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$815.6M
Employees1,000
Clients832
DateJun 2020
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$815.6M
Employees1,000
Clients832
DateJun 2020
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$815.6M
Employees1,000
Clients832
DateMay 2020
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$815.6M
Employees1,000
Clients832
DateJan 2020
Total AUM$3.8B
Discretionary$3.2B
Non-Disc.$611.6M
Employees1,000
Clients584
DateNov 2019
Total AUM$3.8B
Discretionary$3.2B
Non-Disc.$611.6M
Employees1,000
Clients584
DateAug 2019
Total AUM$3.8B
Discretionary$3.2B
Non-Disc.$611.6M
Employees1,000
Clients584
DateMar 2019
Total AUM$3.8B
Discretionary$3.2B
Non-Disc.$611.6M
Employees1,000
Clients584
DateNov 2018
Total AUM$4B
Discretionary$3.3B
Non-Disc.$686.8M
Employees1,000
Clients560
DateSep 2018
Total AUM$4B
Discretionary$3.3B
Non-Disc.$686.8M
Employees1,000
Clients560
DateJun 2018
Total AUM$4B
Discretionary$3.3B
Non-Disc.$686.8M
Employees1,000
Clients560
DateMar 2018
Total AUM$4B
Discretionary$3.3B
Non-Disc.$686.8M
Employees1,000
Clients560
DateSep 2017
Total AUM$3.6B
Discretionary$3B
Non-Disc.$586.3M
Employees1,000
Clients18,300
DateAug 2017
Total AUM$3.6B
Discretionary$3B
Non-Disc.$586.3M
Employees1,000
Clients18,300
DateApr 2017
Total AUM$3.6B
Discretionary$3B
Non-Disc.$586.3M
Employees1,000
Clients18,300
DateMar 2017
Total AUM$3.6B
Discretionary$3B
Non-Disc.$586.3M
Employees1,000
Clients18,300
DateMar 2016
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$612.2M
Employees1,000
Clients13,000
DateOct 2015
Total AUM$3.4B
Discretionary$2.8B
Non-Disc.$560.5M
Employees1,000
Clients13,000
DateJun 2015
Total AUM$3.4B
Discretionary$2.8B
Non-Disc.$560.5M
Employees1,000
Clients13,000
DateApr 2015
Total AUM$3.4B
Discretionary$2.8B
Non-Disc.$560.5M
Employees1,000
Clients13,000
DateAug 2014
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$524.3M
Employees1,000
Clients11,000
DateJun 2014
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$524.3M
Employees1,000
Clients11,000
DateMar 2014
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$524.3M
Employees1,000
Clients11,000
DateMar 2013
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$428.6M
Employees1,000
Clients11,000
DateApr 2012
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$285M
Employees251
Clients11,000
DateMar 2012
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$285M
Employees251
Clients11,000
DateJan 2012
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees251
Clients10,800
DateApr 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees251
Clients--
DateMar 2010
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees251
Clients--
DateApr 2009
Total AUM$978.2M
Discretionary$978.2M
Non-Disc.$0
Employees251
Clients--
DateFeb 2009
Total AUM$978.2M
Discretionary$978.2M
Non-Disc.$0
Employees251
Clients--
DateJan 2008
Total AUM$1.1B
Discretionary$772M
Non-Disc.$363.5M
Employees5
Clients--
DateSep 2007
Total AUM$1.1B
Discretionary$772M
Non-Disc.$363.5M
Employees5
Clients--
DateFeb 2007
Total AUM$1.1B
Discretionary$772M
Non-Disc.$363.5M
Employees5
Clients--
DateMar 2006
Total AUM$898.6M
Discretionary$582.4M
Non-Disc.$316.2M
Employees5
Clients--
DateNov 2005
Total AUM$704.7M
Discretionary$435.9M
Non-Disc.$268.8M
Employees10
Clients--
DateJun 2004
Total AUM$501.2M
Discretionary$326.6M
Non-Disc.$174.6M
Employees10
Clients--
DateMar 2004
Total AUM$501.2M
Discretionary$326.6M
Non-Disc.$174.6M
Employees10
Clients--
DateAug 2001
Total AUM$485.2M
Discretionary$311.1M
Non-Disc.$174.1M
Employees10
Clients--