CONSTELLATION INVESTMENTS, INC.
CRD #107528 SEC #801-51396 MONTGOMERY, OH 513-794-6100
SEC Registered
Total AUM
$26.3B
Discretionary
$26.3B
Employees
22
Clients
--
Accounts
33
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $26.3B | $26.3B | $0 | 22 | 0 |
| Nov 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Oct 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Oct 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Sep 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Jul 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| May 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Apr 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Apr 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Apr 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Mar 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Feb 2024 | $11.7B | $11.7B | $0 | 21 | 0 |
| Dec 2023 | $10.9B | $10.9B | $0 | 21 | 0 |
| Oct 2023 | $10.9B | $10.9B | $0 | 21 | 0 |
| Jul 2023 | $10.9B | $10.9B | $0 | 21 | 0 |
| Mar 2023 | $10.9B | $10.9B | $0 | 21 | 0 |
| Nov 2022 | $11.6B | $11.6B | $0 | 19 | 0 |
| Nov 2022 | $11.6B | $11.6B | $0 | 19 | 0 |
| Nov 2022 | $11.6B | $11.6B | $0 | 19 | 0 |
| Nov 2022 | $11.6B | $11.6B | $0 | 19 | 0 |
| Aug 2022 | $11.6B | $11.6B | $0 | 19 | 0 |
| Apr 2022 | $11.6B | $11.6B | $0 | 19 | 0 |
| Feb 2022 | $11.6B | $11.6B | $0 | 19 | 0 |
| Nov 2021 | $9.7B | $9.7B | $0 | 19 | 0 |
| Apr 2021 | $9.7B | $9.7B | $0 | 19 | 0 |
| Feb 2021 | $9.7B | $9.7B | $0 | 19 | 0 |
| Dec 2020 | $9.4B | $9.4B | $0 | 20 | 0 |
| Jun 2020 | $9.4B | $9.4B | $0 | 20 | 0 |
| May 2020 | $9.4B | $9.4B | $0 | 20 | 0 |
| Mar 2020 | $9.4B | $9.4B | $0 | 20 | 0 |
| Jan 2020 | $9.1B | $9.1B | $0 | 19 | 0 |
| Dec 2019 | $9.1B | $9.1B | $0 | 19 | 0 |
| Sep 2019 | $9.1B | $9.1B | $0 | 19 | 0 |
| Jun 2019 | $9.1B | $9.1B | $0 | 19 | 0 |
| May 2019 | $9.1B | $9.1B | $0 | 19 | 0 |
| Feb 2019 | $9.1B | $9.1B | $0 | 19 | 0 |
| May 2018 | $11.4B | $11.4B | $0 | 22 | 0 |
| Mar 2018 | $11.4B | $11.4B | $0 | 22 | 0 |
| Jun 2017 | $8.3B | $8.3B | $0 | 18 | 41,200 |
| Mar 2017 | $8.3B | $8.3B | $0 | 18 | 41,200 |
| Feb 2017 | $8.7B | $8.7B | $0 | 18 | 41,200 |
| Dec 2016 | $8.7B | $8.7B | $0 | 19 | 42,600 |
| Sep 2016 | $8.7B | $8.7B | $0 | 19 | 42,600 |
| Apr 2016 | $8.7B | $8.7B | $0 | 19 | 42,600 |
| Mar 2016 | $8.7B | $8.7B | $0 | 19 | 42,600 |
| Nov 2015 | $8.9B | $8.9B | $0 | 18 | 43,300 |
| Oct 2015 | $8.9B | $8.9B | $0 | 18 | 43,300 |
| Mar 2015 | $8.9B | $8.9B | $0 | 18 | 43,300 |
| Mar 2014 | $8.6B | $8.6B | $0 | 13 | 51,500 |
| Jul 2013 | $7.4B | $7.4B | $0 | 12 | 42,700 |
| Mar 2013 | $7.4B | $7.4B | $0 | 12 | 42,700 |
| Mar 2012 | $6.6B | $6.6B | $0 | 6 | 42,100 |
| Mar 2011 | $6.6B | $6.6B | $0 | 10 | -- |
| Mar 2009 | $3.1B | $3.1B | $0 | 5 | -- |
| Mar 2008 | $2.4B | $2.4B | $0 | 5 | -- |
| Mar 2007 | $2.5B | $2.5B | $0 | 10 | -- |
| Mar 2004 | $1.4B | $1.4B | $0 | 10 | -- |
| Apr 2002 | $9.9B | $9.9B | $0 | 10 | -- |
DateApr 2025
Total AUM$26.3B
Discretionary$26.3B
Non-Disc.$0
Employees22
Clients0
DateNov 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateOct 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateOct 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateSep 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateJul 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateMay 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateApr 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateApr 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateApr 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateFeb 2024
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees21
Clients0
DateDec 2023
Total AUM$10.9B
Discretionary$10.9B
Non-Disc.$0
Employees21
Clients0
DateOct 2023
Total AUM$10.9B
Discretionary$10.9B
Non-Disc.$0
Employees21
Clients0
DateJul 2023
Total AUM$10.9B
Discretionary$10.9B
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$10.9B
Discretionary$10.9B
Non-Disc.$0
Employees21
Clients0
DateNov 2022
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees19
Clients0
DateNov 2022
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees19
Clients0
DateNov 2022
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees19
Clients0
DateNov 2022
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees19
Clients0
DateAug 2022
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees19
Clients0
DateApr 2022
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees19
Clients0
DateFeb 2022
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees19
Clients0
DateNov 2021
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees19
Clients0
DateApr 2021
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees19
Clients0
DateFeb 2021
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees19
Clients0
DateDec 2020
Total AUM$9.4B
Discretionary$9.4B
Non-Disc.$0
Employees20
Clients0
DateJun 2020
Total AUM$9.4B
Discretionary$9.4B
Non-Disc.$0
Employees20
Clients0
DateMay 2020
Total AUM$9.4B
Discretionary$9.4B
Non-Disc.$0
Employees20
Clients0
DateMar 2020
Total AUM$9.4B
Discretionary$9.4B
Non-Disc.$0
Employees20
Clients0
DateJan 2020
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees19
Clients0
DateDec 2019
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees19
Clients0
DateSep 2019
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees19
Clients0
DateJun 2019
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees19
Clients0
DateMay 2019
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees19
Clients0
DateFeb 2019
Total AUM$9.1B
Discretionary$9.1B
Non-Disc.$0
Employees19
Clients0
DateMay 2018
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees22
Clients0
DateMar 2018
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees22
Clients0
DateJun 2017
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees18
Clients41,200
DateMar 2017
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees18
Clients41,200
DateFeb 2017
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees18
Clients41,200
DateDec 2016
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees19
Clients42,600
DateSep 2016
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees19
Clients42,600
DateApr 2016
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees19
Clients42,600
DateMar 2016
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees19
Clients42,600
DateNov 2015
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees18
Clients43,300
DateOct 2015
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees18
Clients43,300
DateMar 2015
Total AUM$8.9B
Discretionary$8.9B
Non-Disc.$0
Employees18
Clients43,300
DateMar 2014
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees13
Clients51,500
DateJul 2013
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees12
Clients42,700
DateMar 2013
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees12
Clients42,700
DateMar 2012
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees6
Clients42,100
DateMar 2011
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$9.9B
Discretionary$9.9B
Non-Disc.$0
Employees10
Clients--