PERRYMAN FINANCIAL ADVISORY, INC.
CRD #107653 SEC #801-48109 DALLAS, TX 972-770-4800
SEC Registered
Total AUM
$796.3M
Discretionary
$796.3M
Employees
8
Clients
251
Accounts
452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $796.3M | $796.3M | $0 | 8 | 0 |
| Mar 2024 | $670.3M | $670.3M | $0 | 9 | 0 |
| Jan 2024 | $520.9M | $520.9M | $0 | 8 | 0 |
| Mar 2023 | $520.9M | $520.9M | $0 | 8 | 0 |
| Jan 2023 | $581.6M | $581.6M | $0 | 8 | 0 |
| May 2022 | $581.6M | $581.6M | $0 | 8 | 0 |
| Mar 2022 | $581.6M | $581.6M | $0 | 8 | 0 |
| Feb 2022 | $581.6M | $581.6M | $0 | 8 | 0 |
| Feb 2021 | $517.1M | $517.1M | $0 | 7 | 0 |
| Jun 2020 | $461.3M | $461.3M | $0 | 8 | 0 |
| May 2020 | $461.3M | $461.3M | $0 | 8 | 0 |
| Mar 2020 | $461.3M | $461.3M | $0 | 8 | 0 |
| Mar 2020 | $461.3M | $461.3M | $0 | 8 | 0 |
| Nov 2019 | $364.5M | $364.5M | $0 | 8 | 0 |
| Oct 2019 | $364.5M | $364.5M | $0 | 8 | 0 |
| Mar 2019 | $352M | $283M | $69M | 8 | 0 |
| Mar 2019 | $358M | $288M | $70M | 8 | 0 |
| Mar 2018 | $357M | $285M | $72M | 8 | 0 |
| Jan 2018 | $330.5M | $267M | $63.5M | 8 | 0 |
| Jul 2017 | $330.5M | $267M | $63.5M | 8 | 400 |
| Jun 2017 | $330.5M | $267M | $63.5M | 8 | 400 |
| Mar 2017 | $357.5M | $294M | $63.5M | 8 | 400 |
| Mar 2016 | $331M | $267M | $64M | 7 | 500 |
| Mar 2015 | $331M | $265M | $66M | 8 | 300 |
| Mar 2014 | $280M | $225M | $55M | 8 | 300 |
| Jan 2014 | $238M | $188M | $50M | 8 | 300 |
| Apr 2013 | $238M | $188M | $50M | 8 | 300 |
| Mar 2013 | $238M | $188M | $50M | 8 | 300 |
| Mar 2012 | $210M | $160M | $50M | 6 | 300 |
| Feb 2012 | $200M | $150M | $50M | 6 | 250 |
| Mar 2011 | $200M | $150M | $50M | 10 | -- |
| Jul 2010 | $200M | $150M | $50M | 10 | -- |
| Mar 2010 | $200M | $150M | $50M | 10 | -- |
| Jan 2008 | $235M | $175M | $60M | 10 | -- |
| Nov 2007 | $235M | $165M | $70M | 10 | -- |
| Mar 2006 | $180M | $130M | $50M | 10 | -- |
| Jan 2006 | $144.3M | $94.3M | $50M | 10 | -- |
| Jun 2005 | $144.3M | $94.3M | $50M | 10 | -- |
| Jun 2005 | $144.3M | $94.3M | $50M | 10 | -- |
| Jun 2005 | $144.3M | $94.3M | $50M | 10 | -- |
| May 2005 | $144.3M | $94.3M | $50M | 10 | -- |
| Sep 2001 | $161M | $111M | $50M | 10 | -- |
DateMar 2025
Total AUM$796.3M
Discretionary$796.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$670.3M
Discretionary$670.3M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$520.9M
Discretionary$520.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$520.9M
Discretionary$520.9M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2022
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$517.1M
Discretionary$517.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$461.3M
Discretionary$461.3M
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$364.5M
Discretionary$364.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$364.5M
Discretionary$364.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$352M
Discretionary$283M
Non-Disc.$69M
Employees8
Clients0
DateMar 2019
Total AUM$358M
Discretionary$288M
Non-Disc.$70M
Employees8
Clients0
DateMar 2018
Total AUM$357M
Discretionary$285M
Non-Disc.$72M
Employees8
Clients0
DateJan 2018
Total AUM$330.5M
Discretionary$267M
Non-Disc.$63.5M
Employees8
Clients0
DateJul 2017
Total AUM$330.5M
Discretionary$267M
Non-Disc.$63.5M
Employees8
Clients400
DateJun 2017
Total AUM$330.5M
Discretionary$267M
Non-Disc.$63.5M
Employees8
Clients400
DateMar 2017
Total AUM$357.5M
Discretionary$294M
Non-Disc.$63.5M
Employees8
Clients400
DateMar 2016
Total AUM$331M
Discretionary$267M
Non-Disc.$64M
Employees7
Clients500
DateMar 2015
Total AUM$331M
Discretionary$265M
Non-Disc.$66M
Employees8
Clients300
DateMar 2014
Total AUM$280M
Discretionary$225M
Non-Disc.$55M
Employees8
Clients300
DateJan 2014
Total AUM$238M
Discretionary$188M
Non-Disc.$50M
Employees8
Clients300
DateApr 2013
Total AUM$238M
Discretionary$188M
Non-Disc.$50M
Employees8
Clients300
DateMar 2013
Total AUM$238M
Discretionary$188M
Non-Disc.$50M
Employees8
Clients300
DateMar 2012
Total AUM$210M
Discretionary$160M
Non-Disc.$50M
Employees6
Clients300
DateFeb 2012
Total AUM$200M
Discretionary$150M
Non-Disc.$50M
Employees6
Clients250
DateMar 2011
Total AUM$200M
Discretionary$150M
Non-Disc.$50M
Employees10
Clients--
DateJul 2010
Total AUM$200M
Discretionary$150M
Non-Disc.$50M
Employees10
Clients--
DateMar 2010
Total AUM$200M
Discretionary$150M
Non-Disc.$50M
Employees10
Clients--
DateJan 2008
Total AUM$235M
Discretionary$175M
Non-Disc.$60M
Employees10
Clients--
DateNov 2007
Total AUM$235M
Discretionary$165M
Non-Disc.$70M
Employees10
Clients--
DateMar 2006
Total AUM$180M
Discretionary$130M
Non-Disc.$50M
Employees10
Clients--
DateJan 2006
Total AUM$144.3M
Discretionary$94.3M
Non-Disc.$50M
Employees10
Clients--
DateJun 2005
Total AUM$144.3M
Discretionary$94.3M
Non-Disc.$50M
Employees10
Clients--
DateJun 2005
Total AUM$144.3M
Discretionary$94.3M
Non-Disc.$50M
Employees10
Clients--
DateJun 2005
Total AUM$144.3M
Discretionary$94.3M
Non-Disc.$50M
Employees10
Clients--
DateMay 2005
Total AUM$144.3M
Discretionary$94.3M
Non-Disc.$50M
Employees10
Clients--
DateSep 2001
Total AUM$161M
Discretionary$111M
Non-Disc.$50M
Employees10
Clients--