COURT PLACE ADVISORS LLC
CRD #108545 SEC #801-57317 ELLICOTT CITY, MD 410-465-4321
SEC Registered
Total AUM
$375.9M
Discretionary
$374.4M
Employees
7
Clients
25
Accounts
284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $375.9M | $374.4M | $1.5M | 7 | 12 |
| Sep 2024 | $377.6M | $375.8M | $1.9M | 7 | 12 |
| Jun 2024 | $377.6M | $375.8M | $1.9M | 6 | 12 |
| Mar 2024 | $377.6M | $375.8M | $1.9M | 7 | 12 |
| Mar 2023 | $346.8M | $346.5M | $297K | 8 | 0 |
| Jan 2023 | $447.8M | $446.2M | $1.6M | 9 | 0 |
| Aug 2022 | $447.8M | $446.2M | $1.6M | 9 | 0 |
| Mar 2022 | $447.8M | $446.2M | $1.6M | 10 | 0 |
| Mar 2021 | $381.8M | $380.8M | $918.7K | 10 | 0 |
| Jun 2020 | $358.4M | $334.6M | $23.8M | 7 | 0 |
| Mar 2020 | $358.4M | $334.6M | $23.8M | 7 | 0 |
| Mar 2019 | $292.9M | $273.5M | $19.4M | 6 | 0 |
| Aug 2018 | $311.9M | $292.8M | $19.1M | 7 | 0 |
| Jun 2018 | $311.9M | $292.8M | $19.1M | 7 | 0 |
| Mar 2018 | $311.9M | $292.8M | $19.1M | 10 | 0 |
| Mar 2018 | $311.9M | $292.8M | $19.1M | 8 | 0 |
| Aug 2017 | $257.1M | $242M | $15.1M | 8 | 200 |
| Mar 2017 | $257.1M | $242M | $15.1M | 8 | 200 |
| Jun 2016 | $215.5M | $201.7M | $13.9M | 8 | 200 |
| May 2016 | $215.5M | $201.7M | $13.9M | 7 | 200 |
| Apr 2016 | $215.5M | $201.7M | $13.9M | 7 | 200 |
| Mar 2016 | $215.5M | $201.7M | $13.9M | 7 | 200 |
| Mar 2015 | $211.4M | $198.4M | $13M | 7 | 200 |
| Nov 2014 | $189.7M | $177.5M | $12.1M | 6 | 200 |
| Mar 2014 | $189.7M | $177.5M | $12.1M | 6 | 200 |
| Mar 2013 | $149.9M | $140.5M | $9.4M | 6 | 200 |
| Sep 2012 | $136.7M | $126.7M | $10M | 6 | 200 |
| Mar 2012 | $136.7M | $126.7M | $10M | 6 | 200 |
| Jan 2010 | $87.2M | $80.6M | $6.6M | 10 | -- |
| Sep 2009 | $87.2M | $80.6M | $6.6M | 10 | -- |
| Feb 2009 | $87.2M | $80.6M | $6.6M | 10 | -- |
| Mar 2008 | $107.8M | $101.1M | $6.6M | 10 | -- |
| Sep 2007 | $97.2M | $91.9M | $5.3M | 5 | -- |
| Mar 2007 | $97.2M | $91.9M | $5.3M | 5 | -- |
| Feb 2007 | $81.1M | $77.4M | $3.8M | 5 | -- |
| Mar 2006 | $81.1M | $77.4M | $3.8M | 5 | -- |
| Mar 2006 | $81.1M | $77.4M | $3.8M | 5 | -- |
| Jan 2005 | $64.9M | $60.8M | $4.1M | 5 | -- |
| Mar 2002 | $44.5M | $41.3M | $3.3M | 5 | -- |
DateFeb 2025
Total AUM$375.9M
Discretionary$374.4M
Non-Disc.$1.5M
Employees7
Clients12
DateSep 2024
Total AUM$377.6M
Discretionary$375.8M
Non-Disc.$1.9M
Employees7
Clients12
DateJun 2024
Total AUM$377.6M
Discretionary$375.8M
Non-Disc.$1.9M
Employees6
Clients12
DateMar 2024
Total AUM$377.6M
Discretionary$375.8M
Non-Disc.$1.9M
Employees7
Clients12
DateMar 2023
Total AUM$346.8M
Discretionary$346.5M
Non-Disc.$297K
Employees8
Clients0
DateJan 2023
Total AUM$447.8M
Discretionary$446.2M
Non-Disc.$1.6M
Employees9
Clients0
DateAug 2022
Total AUM$447.8M
Discretionary$446.2M
Non-Disc.$1.6M
Employees9
Clients0
DateMar 2022
Total AUM$447.8M
Discretionary$446.2M
Non-Disc.$1.6M
Employees10
Clients0
DateMar 2021
Total AUM$381.8M
Discretionary$380.8M
Non-Disc.$918.7K
Employees10
Clients0
DateJun 2020
Total AUM$358.4M
Discretionary$334.6M
Non-Disc.$23.8M
Employees7
Clients0
DateMar 2020
Total AUM$358.4M
Discretionary$334.6M
Non-Disc.$23.8M
Employees7
Clients0
DateMar 2019
Total AUM$292.9M
Discretionary$273.5M
Non-Disc.$19.4M
Employees6
Clients0
DateAug 2018
Total AUM$311.9M
Discretionary$292.8M
Non-Disc.$19.1M
Employees7
Clients0
DateJun 2018
Total AUM$311.9M
Discretionary$292.8M
Non-Disc.$19.1M
Employees7
Clients0
DateMar 2018
Total AUM$311.9M
Discretionary$292.8M
Non-Disc.$19.1M
Employees10
Clients0
DateMar 2018
Total AUM$311.9M
Discretionary$292.8M
Non-Disc.$19.1M
Employees8
Clients0
DateAug 2017
Total AUM$257.1M
Discretionary$242M
Non-Disc.$15.1M
Employees8
Clients200
DateMar 2017
Total AUM$257.1M
Discretionary$242M
Non-Disc.$15.1M
Employees8
Clients200
DateJun 2016
Total AUM$215.5M
Discretionary$201.7M
Non-Disc.$13.9M
Employees8
Clients200
DateMay 2016
Total AUM$215.5M
Discretionary$201.7M
Non-Disc.$13.9M
Employees7
Clients200
DateApr 2016
Total AUM$215.5M
Discretionary$201.7M
Non-Disc.$13.9M
Employees7
Clients200
DateMar 2016
Total AUM$215.5M
Discretionary$201.7M
Non-Disc.$13.9M
Employees7
Clients200
DateMar 2015
Total AUM$211.4M
Discretionary$198.4M
Non-Disc.$13M
Employees7
Clients200
DateNov 2014
Total AUM$189.7M
Discretionary$177.5M
Non-Disc.$12.1M
Employees6
Clients200
DateMar 2014
Total AUM$189.7M
Discretionary$177.5M
Non-Disc.$12.1M
Employees6
Clients200
DateMar 2013
Total AUM$149.9M
Discretionary$140.5M
Non-Disc.$9.4M
Employees6
Clients200
DateSep 2012
Total AUM$136.7M
Discretionary$126.7M
Non-Disc.$10M
Employees6
Clients200
DateMar 2012
Total AUM$136.7M
Discretionary$126.7M
Non-Disc.$10M
Employees6
Clients200
DateJan 2010
Total AUM$87.2M
Discretionary$80.6M
Non-Disc.$6.6M
Employees10
Clients--
DateSep 2009
Total AUM$87.2M
Discretionary$80.6M
Non-Disc.$6.6M
Employees10
Clients--
DateFeb 2009
Total AUM$87.2M
Discretionary$80.6M
Non-Disc.$6.6M
Employees10
Clients--
DateMar 2008
Total AUM$107.8M
Discretionary$101.1M
Non-Disc.$6.6M
Employees10
Clients--
DateSep 2007
Total AUM$97.2M
Discretionary$91.9M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2007
Total AUM$97.2M
Discretionary$91.9M
Non-Disc.$5.3M
Employees5
Clients--
DateFeb 2007
Total AUM$81.1M
Discretionary$77.4M
Non-Disc.$3.8M
Employees5
Clients--
DateMar 2006
Total AUM$81.1M
Discretionary$77.4M
Non-Disc.$3.8M
Employees5
Clients--
DateMar 2006
Total AUM$81.1M
Discretionary$77.4M
Non-Disc.$3.8M
Employees5
Clients--
DateJan 2005
Total AUM$64.9M
Discretionary$60.8M
Non-Disc.$4.1M
Employees5
Clients--
DateMar 2002
Total AUM$44.5M
Discretionary$41.3M
Non-Disc.$3.3M
Employees5
Clients--