SUNDVOLD CAPITAL MANAGEMENT LLC
Legal name: SUNDVOLD FINANCIAL
CRD #108176 SEC #801-57007 COLUMBIA, MO 573-443-1000
SEC Registered
Total AUM
$234M
Discretionary
$0
Employees
6
Clients
251
Accounts
450
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $234M | $0 | $234M | 6 | 35 |
| Nov 2024 | $209M | $0 | $209M | 8 | 30 |
| Mar 2024 | $209M | $0 | $209M | 8 | 30 |
| Mar 2023 | $163M | $0 | $163M | 8 | 30 |
| Mar 2022 | $167M | $0 | $167M | 9 | 30 |
| Aug 2021 | $135M | $0 | $135M | 8 | 30 |
| Feb 2021 | $135M | $0 | $135M | 8 | 30 |
| Jun 2020 | $119.5M | $0 | $119.5M | 8 | 30 |
| Mar 2020 | $119.5M | $0 | $119.5M | 8 | 30 |
| Jun 2019 | $94.7M | $0 | $94.7M | 8 | 445 |
| Mar 2019 | $387M | $0 | $387M | 8 | 445 |
| Mar 2018 | $472M | $0 | $472M | 8 | 450 |
| Feb 2018 | $472M | $0 | $472M | 8 | 450 |
| Mar 2017 | $424M | $0 | $424M | 8 | 500 |
| Mar 2016 | $411M | $0 | $411M | 8 | 500 |
| Mar 2015 | $408M | $0 | $408M | 8 | 500 |
| Jan 2014 | $348.5M | $0 | $348.5M | 8 | 500 |
| Mar 2013 | $307M | $0 | $307M | 8 | 460 |
| May 2012 | $260.5M | $0 | $260.5M | 6 | 300 |
| Mar 2012 | $260.5M | $0 | $260.5M | 6 | 300 |
| Feb 2012 | $260.5M | $0 | $260.5M | 6 | 300 |
| May 2011 | $38M | $0 | $38M | 10 | -- |
| Mar 2010 | $15.5M | $0 | $15.5M | 10 | -- |
| Jan 2008 | $180M | $0 | $180M | 10 | -- |
| Aug 2007 | $9.5M | $2M | $7.5M | 10 | -- |
| Sep 2005 | $121.5M | $1.5M | $120M | 10 | -- |
| Aug 2004 | $121.5M | $1.5M | $120M | 10 | -- |
DateFeb 2025
Total AUM$234M
Discretionary$0
Non-Disc.$234M
Employees6
Clients35
DateNov 2024
Total AUM$209M
Discretionary$0
Non-Disc.$209M
Employees8
Clients30
DateMar 2024
Total AUM$209M
Discretionary$0
Non-Disc.$209M
Employees8
Clients30
DateMar 2023
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees8
Clients30
DateMar 2022
Total AUM$167M
Discretionary$0
Non-Disc.$167M
Employees9
Clients30
DateAug 2021
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees8
Clients30
DateFeb 2021
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees8
Clients30
DateJun 2020
Total AUM$119.5M
Discretionary$0
Non-Disc.$119.5M
Employees8
Clients30
DateMar 2020
Total AUM$119.5M
Discretionary$0
Non-Disc.$119.5M
Employees8
Clients30
DateJun 2019
Total AUM$94.7M
Discretionary$0
Non-Disc.$94.7M
Employees8
Clients445
DateMar 2019
Total AUM$387M
Discretionary$0
Non-Disc.$387M
Employees8
Clients445
DateMar 2018
Total AUM$472M
Discretionary$0
Non-Disc.$472M
Employees8
Clients450
DateFeb 2018
Total AUM$472M
Discretionary$0
Non-Disc.$472M
Employees8
Clients450
DateMar 2017
Total AUM$424M
Discretionary$0
Non-Disc.$424M
Employees8
Clients500
DateMar 2016
Total AUM$411M
Discretionary$0
Non-Disc.$411M
Employees8
Clients500
DateMar 2015
Total AUM$408M
Discretionary$0
Non-Disc.$408M
Employees8
Clients500
DateJan 2014
Total AUM$348.5M
Discretionary$0
Non-Disc.$348.5M
Employees8
Clients500
DateMar 2013
Total AUM$307M
Discretionary$0
Non-Disc.$307M
Employees8
Clients460
DateMay 2012
Total AUM$260.5M
Discretionary$0
Non-Disc.$260.5M
Employees6
Clients300
DateMar 2012
Total AUM$260.5M
Discretionary$0
Non-Disc.$260.5M
Employees6
Clients300
DateFeb 2012
Total AUM$260.5M
Discretionary$0
Non-Disc.$260.5M
Employees6
Clients300
DateMay 2011
Total AUM$38M
Discretionary$0
Non-Disc.$38M
Employees10
Clients--
DateMar 2010
Total AUM$15.5M
Discretionary$0
Non-Disc.$15.5M
Employees10
Clients--
DateJan 2008
Total AUM$180M
Discretionary$0
Non-Disc.$180M
Employees10
Clients--
DateAug 2007
Total AUM$9.5M
Discretionary$2M
Non-Disc.$7.5M
Employees10
Clients--
DateSep 2005
Total AUM$121.5M
Discretionary$1.5M
Non-Disc.$120M
Employees10
Clients--
DateAug 2004
Total AUM$121.5M
Discretionary$1.5M
Non-Disc.$120M
Employees10
Clients--