CATAWBA CAPITAL MANAGEMENT INC
CRD #107133 SEC #801-41334 ROANOKE, VA 540-342-1212
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
--
Accounts
688
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2018 | $1.1B | $1.1B | $0 | 10 | 1 |
| May 2018 | $1.1B | $1.1B | $0 | 10 | 1 |
| Mar 2018 | $1.1B | $1.1B | $0 | 10 | 1 |
| Mar 2017 | $1B | $1B | $0 | 11 | 500 |
| Mar 2016 | $894.3M | $894.3M | $0 | 12 | 500 |
| Jul 2015 | $1B | $1B | $0 | 11 | 300 |
| Mar 2015 | $1B | $1B | $0 | 11 | 300 |
| Mar 2014 | $997.5M | $997.5M | $0 | 11 | 300 |
| Mar 2013 | $924.1M | $924.1M | $0 | 7 | 300 |
| May 2012 | $906M | $906M | $0 | 6 | 200 |
| Mar 2012 | $906M | $906M | $0 | 6 | 200 |
| Mar 2011 | $856.8M | $856.8M | $0 | 10 | -- |
| Oct 2010 | $803.2M | $803.2M | $0 | 10 | -- |
| Mar 2009 | $715.4M | $715.4M | $0 | 10 | -- |
| Jan 2008 | $743.8M | $743.8M | $0 | 10 | -- |
| Dec 2007 | $715.1M | $715.1M | $0 | 10 | -- |
| Aug 2007 | $715.1M | $715.1M | $0 | 10 | -- |
| Mar 2007 | $715.1M | $715.1M | $0 | 10 | -- |
| Mar 2002 | $409M | $408.4M | $623.4K | 10 | -- |
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients1
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients1
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients1
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients500
DateMar 2016
Total AUM$894.3M
Discretionary$894.3M
Non-Disc.$0
Employees12
Clients500
DateJul 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients300
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients300
DateMar 2014
Total AUM$997.5M
Discretionary$997.5M
Non-Disc.$0
Employees11
Clients300
DateMar 2013
Total AUM$924.1M
Discretionary$924.1M
Non-Disc.$0
Employees7
Clients300
DateMay 2012
Total AUM$906M
Discretionary$906M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$906M
Discretionary$906M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$856.8M
Discretionary$856.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$803.2M
Discretionary$803.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$715.4M
Discretionary$715.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$743.8M
Discretionary$743.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$715.1M
Discretionary$715.1M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$715.1M
Discretionary$715.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$715.1M
Discretionary$715.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$409M
Discretionary$408.4M
Non-Disc.$623.4K
Employees10
Clients--