SAM ADVISORS, LLC
Legal name: SIERRA ASSET MANAGEMENT
CRD #108685 SEC #801-56723 OAKHURST, CA 559-658-5193
SEC Registered
Total AUM
$385.4M
Discretionary
$378.2M
Employees
3
Clients
10
Accounts
1,650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $385.4M | $378.2M | $7.3M | 3 | 0 |
| Mar 2024 | $334.1M | $328.7M | $5.4M | 3 | 0 |
| Mar 2023 | $273.2M | $268.8M | $4.4M | 3 | 0 |
| Mar 2022 | $323.3M | $318.6M | $4.8M | 3 | 0 |
| Mar 2021 | $285.2M | $279.3M | $5.9M | 2 | 0 |
| Jun 2020 | $240M | $236.3M | $3.7M | 3 | 0 |
| Apr 2020 | $240M | $236.3M | $3.7M | 3 | 0 |
| Mar 2020 | $240M | $236.3M | $3.7M | 3 | 0 |
| Dec 2019 | $183.4M | $180.3M | $3.1M | 3 | 3 |
| Feb 2019 | $183.4M | $180.3M | $3.1M | 3 | 3 |
| Jul 2018 | $199.1M | $195.6M | $3.5M | 3 | 3 |
| Jun 2018 | $199.1M | $195.6M | $3.5M | 3 | 3 |
| Mar 2018 | $199.1M | $195.6M | $3.5M | 3 | 0 |
| Feb 2017 | $162.6M | $159.8M | $2.8M | 3 | 500 |
| Feb 2016 | $146.5M | $143.3M | $3.2M | 5 | 400 |
| Mar 2015 | $153.3M | $150.1M | $3.2M | 6 | 400 |
| May 2014 | $143M | $141M | $2M | 3 | 400 |
| Mar 2014 | $143M | $141M | $2M | 3 | 400 |
| Feb 2013 | $127.2M | $125.2M | $2M | 4 | 400 |
| Aug 2012 | $120.7M | $118.8M | $1.9M | 1 | 400 |
| Apr 2012 | $120.7M | $118.8M | $1.9M | 1 | 400 |
| Feb 2012 | $112.4M | $110.7M | $1.7M | 1 | 400 |
| May 2011 | $112.8M | $111M | $1.8M | 5 | -- |
| Mar 2011 | $112.8M | $111M | $1.8M | 5 | -- |
| Jan 2011 | $112.8M | $111M | $1.8M | 5 | -- |
| Jan 2010 | $89M | $86.7M | $2.3M | 5 | -- |
| Apr 2007 | $83.4M | $81M | $2.4M | 5 | -- |
| Feb 2007 | $75.5M | $73.3M | $2.2M | 5 | -- |
| Feb 2006 | $60.5M | $58.9M | $1.6M | 5 | -- |
| Feb 2005 | $57.5M | $56.8M | $724.3K | 5 | -- |
| Jan 2004 | $50.8M | $50.1M | $640.9K | 5 | -- |
DateMar 2025
Total AUM$385.4M
Discretionary$378.2M
Non-Disc.$7.3M
Employees3
Clients0
DateMar 2024
Total AUM$334.1M
Discretionary$328.7M
Non-Disc.$5.4M
Employees3
Clients0
DateMar 2023
Total AUM$273.2M
Discretionary$268.8M
Non-Disc.$4.4M
Employees3
Clients0
DateMar 2022
Total AUM$323.3M
Discretionary$318.6M
Non-Disc.$4.8M
Employees3
Clients0
DateMar 2021
Total AUM$285.2M
Discretionary$279.3M
Non-Disc.$5.9M
Employees2
Clients0
DateJun 2020
Total AUM$240M
Discretionary$236.3M
Non-Disc.$3.7M
Employees3
Clients0
DateApr 2020
Total AUM$240M
Discretionary$236.3M
Non-Disc.$3.7M
Employees3
Clients0
DateMar 2020
Total AUM$240M
Discretionary$236.3M
Non-Disc.$3.7M
Employees3
Clients0
DateDec 2019
Total AUM$183.4M
Discretionary$180.3M
Non-Disc.$3.1M
Employees3
Clients3
DateFeb 2019
Total AUM$183.4M
Discretionary$180.3M
Non-Disc.$3.1M
Employees3
Clients3
DateJul 2018
Total AUM$199.1M
Discretionary$195.6M
Non-Disc.$3.5M
Employees3
Clients3
DateJun 2018
Total AUM$199.1M
Discretionary$195.6M
Non-Disc.$3.5M
Employees3
Clients3
DateMar 2018
Total AUM$199.1M
Discretionary$195.6M
Non-Disc.$3.5M
Employees3
Clients0
DateFeb 2017
Total AUM$162.6M
Discretionary$159.8M
Non-Disc.$2.8M
Employees3
Clients500
DateFeb 2016
Total AUM$146.5M
Discretionary$143.3M
Non-Disc.$3.2M
Employees5
Clients400
DateMar 2015
Total AUM$153.3M
Discretionary$150.1M
Non-Disc.$3.2M
Employees6
Clients400
DateMay 2014
Total AUM$143M
Discretionary$141M
Non-Disc.$2M
Employees3
Clients400
DateMar 2014
Total AUM$143M
Discretionary$141M
Non-Disc.$2M
Employees3
Clients400
DateFeb 2013
Total AUM$127.2M
Discretionary$125.2M
Non-Disc.$2M
Employees4
Clients400
DateAug 2012
Total AUM$120.7M
Discretionary$118.8M
Non-Disc.$1.9M
Employees1
Clients400
DateApr 2012
Total AUM$120.7M
Discretionary$118.8M
Non-Disc.$1.9M
Employees1
Clients400
DateFeb 2012
Total AUM$112.4M
Discretionary$110.7M
Non-Disc.$1.7M
Employees1
Clients400
DateMay 2011
Total AUM$112.8M
Discretionary$111M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2011
Total AUM$112.8M
Discretionary$111M
Non-Disc.$1.8M
Employees5
Clients--
DateJan 2011
Total AUM$112.8M
Discretionary$111M
Non-Disc.$1.8M
Employees5
Clients--
DateJan 2010
Total AUM$89M
Discretionary$86.7M
Non-Disc.$2.3M
Employees5
Clients--
DateApr 2007
Total AUM$83.4M
Discretionary$81M
Non-Disc.$2.4M
Employees5
Clients--
DateFeb 2007
Total AUM$75.5M
Discretionary$73.3M
Non-Disc.$2.2M
Employees5
Clients--
DateFeb 2006
Total AUM$60.5M
Discretionary$58.9M
Non-Disc.$1.6M
Employees5
Clients--
DateFeb 2005
Total AUM$57.5M
Discretionary$56.8M
Non-Disc.$724.3K
Employees5
Clients--
DateJan 2004
Total AUM$50.8M
Discretionary$50.1M
Non-Disc.$640.9K
Employees5
Clients--