DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
CRD #109279 SEC #801-58035 ASHEVILLE, NC 828-236-5801
SEC Registered
Total AUM
$2.2B
Discretionary
$2.2B
Employees
38
Clients
251
Accounts
5,168
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $2.2B | $2.2B | $14.6M | 38 | 218 |
| Dec 2021 | $2.2B | $2.2B | $14.6M | 38 | 218 |
| Aug 2021 | $2.2B | $2.2B | $14.6M | 37 | 218 |
| Aug 2021 | $2.2B | $2.2B | $14.6M | 37 | 218 |
| Apr 2021 | $1.7B | $1.7B | $10.8M | 37 | 499 |
| Mar 2021 | $1.7B | $1.7B | $10.8M | 36 | 499 |
| Nov 2020 | $1.7B | $1.7B | $10.8M | 35 | 499 |
| Oct 2020 | $1.7B | $1.7B | $10.8M | 35 | 499 |
| Aug 2020 | $1.7B | $1.7B | $10.8M | 36 | 499 |
| Jun 2020 | $1.6B | $1.6B | $10.8M | 36 | 474 |
| Aug 2019 | $1.6B | $1.6B | $10.8M | 36 | 474 |
| Dec 2018 | $1.6B | $1.6B | $11.4M | 36 | 519 |
| Aug 2018 | $1.6B | $1.6B | $11.4M | 36 | 519 |
| Jun 2018 | $1.5B | $1.5B | $16.3M | 21 | 2,300 |
| May 2018 | $1.5B | $1.5B | $16.3M | 21 | 2,300 |
| Aug 2017 | $1.5B | $1.5B | $16.3M | 21 | 3,000 |
| Mar 2017 | $1.3B | $1.3B | $32.2M | 21 | 2,300 |
| Jan 2017 | $1.3B | $1.3B | $32.2M | 21 | 2,300 |
| Jan 2017 | $1.3B | $1.3B | $32.2M | 21 | 2,300 |
| Jan 2017 | $1.3B | $1.3B | $32.2M | 21 | 2,300 |
| Jan 2017 | $1.3B | $1.3B | $32.2M | 21 | 2,300 |
| Oct 2016 | $1.3B | $1.3B | $32.2M | 21 | 2,300 |
| Oct 2016 | $1.3B | $1.3B | $32.2M | 21 | 2,300 |
| Jul 2016 | $1.7B | $1.3B | $341.3M | 21 | 2,300 |
| Jun 2016 | $1.7B | $1.3B | $341.3M | 21 | 2,300 |
| Jun 2016 | $1.7B | $1.3B | $341.3M | 21 | 2,300 |
| Oct 2015 | $1.7B | $1.4B | $319.3M | 21 | 2,300 |
| Sep 2015 | $1.7B | $1.4B | $319.3M | 21 | 2,300 |
| Jan 2015 | $1.2B | $1.2B | $11.5M | 19 | 2,300 |
| Aug 2014 | $1.2B | $1.2B | $11.5M | 19 | 2,300 |
| Nov 2013 | $1.2B | $1.2B | $26.2M | 17 | 2,000 |
| Aug 2013 | $1.2B | $1.2B | $26.2M | 17 | 2,000 |
| Feb 2013 | $944.2M | $812.3M | $131.8M | 16 | 2,000 |
| Feb 2013 | $944.2M | $812.3M | $131.8M | 16 | 2,000 |
| Jan 2013 | $944.2M | $812.3M | $131.8M | 16 | 2,000 |
| Jan 2013 | $944.2M | $812.3M | $131.8M | 16 | 2,000 |
| Aug 2012 | $944.2M | $812.3M | $131.8M | 11 | 2,000 |
| Aug 2012 | $944.2M | $812.3M | $131.8M | 11 | 2,000 |
| Mar 2012 | $800.1M | $759M | $41.1M | 11 | 1,000 |
| Aug 2011 | $834M | $711.4M | $122.6M | -- | -- |
| May 2011 | $681M | $591.9M | $89.1M | -- | -- |
| Apr 2011 | $681M | $591.9M | $89.1M | -- | -- |
| Nov 2010 | $681M | $591.9M | $89.1M | -- | -- |
| Aug 2010 | $681M | $591.9M | $89.1M | -- | -- |
| Aug 2007 | $512M | $434.4M | $77.7M | 10 | -- |
| Feb 2007 | $295.7M | $286.5M | $9.2M | -- | -- |
| Feb 2006 | $262.8M | $253.6M | $9.2M | 10 | -- |
| Feb 2006 | $191M | $191M | $0 | 10 | -- |
| Nov 2005 | $191M | $191M | $0 | 10 | -- |
| Oct 2005 | $191M | $191M | $0 | 10 | -- |
| Oct 2005 | $191M | $191M | $0 | 10 | -- |
| Sep 2005 | $191M | $191M | $0 | 10 | -- |
| May 2005 | $191M | $191M | $0 | 10 | -- |
| May 2002 | $43.1M | $39.7M | $3.4M | 5 | -- |
| Sep 2001 | $40M | $38.3M | $1.7M | 5 | -- |
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$14.6M
Employees38
Clients218
DateDec 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$14.6M
Employees38
Clients218
DateAug 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$14.6M
Employees37
Clients218
DateAug 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$14.6M
Employees37
Clients218
DateApr 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$10.8M
Employees37
Clients499
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$10.8M
Employees36
Clients499
DateNov 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$10.8M
Employees35
Clients499
DateOct 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$10.8M
Employees35
Clients499
DateAug 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$10.8M
Employees36
Clients499
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.8M
Employees36
Clients474
DateAug 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.8M
Employees36
Clients474
DateDec 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$11.4M
Employees36
Clients519
DateAug 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$11.4M
Employees36
Clients519
DateJun 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$16.3M
Employees21
Clients2,300
DateMay 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$16.3M
Employees21
Clients2,300
DateAug 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$16.3M
Employees21
Clients3,000
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.2M
Employees21
Clients2,300
DateJan 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.2M
Employees21
Clients2,300
DateJan 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.2M
Employees21
Clients2,300
DateJan 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.2M
Employees21
Clients2,300
DateJan 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.2M
Employees21
Clients2,300
DateOct 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.2M
Employees21
Clients2,300
DateOct 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$32.2M
Employees21
Clients2,300
DateJul 2016
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$341.3M
Employees21
Clients2,300
DateJun 2016
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$341.3M
Employees21
Clients2,300
DateJun 2016
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$341.3M
Employees21
Clients2,300
DateOct 2015
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$319.3M
Employees21
Clients2,300
DateSep 2015
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$319.3M
Employees21
Clients2,300
DateJan 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$11.5M
Employees19
Clients2,300
DateAug 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$11.5M
Employees19
Clients2,300
DateNov 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.2M
Employees17
Clients2,000
DateAug 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$26.2M
Employees17
Clients2,000
DateFeb 2013
Total AUM$944.2M
Discretionary$812.3M
Non-Disc.$131.8M
Employees16
Clients2,000
DateFeb 2013
Total AUM$944.2M
Discretionary$812.3M
Non-Disc.$131.8M
Employees16
Clients2,000
DateJan 2013
Total AUM$944.2M
Discretionary$812.3M
Non-Disc.$131.8M
Employees16
Clients2,000
DateJan 2013
Total AUM$944.2M
Discretionary$812.3M
Non-Disc.$131.8M
Employees16
Clients2,000
DateAug 2012
Total AUM$944.2M
Discretionary$812.3M
Non-Disc.$131.8M
Employees11
Clients2,000
DateAug 2012
Total AUM$944.2M
Discretionary$812.3M
Non-Disc.$131.8M
Employees11
Clients2,000
DateMar 2012
Total AUM$800.1M
Discretionary$759M
Non-Disc.$41.1M
Employees11
Clients1,000
DateAug 2011
Total AUM$834M
Discretionary$711.4M
Non-Disc.$122.6M
Employees--
Clients--
DateMay 2011
Total AUM$681M
Discretionary$591.9M
Non-Disc.$89.1M
Employees--
Clients--
DateApr 2011
Total AUM$681M
Discretionary$591.9M
Non-Disc.$89.1M
Employees--
Clients--
DateNov 2010
Total AUM$681M
Discretionary$591.9M
Non-Disc.$89.1M
Employees--
Clients--
DateAug 2010
Total AUM$681M
Discretionary$591.9M
Non-Disc.$89.1M
Employees--
Clients--
DateAug 2007
Total AUM$512M
Discretionary$434.4M
Non-Disc.$77.7M
Employees10
Clients--
DateFeb 2007
Total AUM$295.7M
Discretionary$286.5M
Non-Disc.$9.2M
Employees--
Clients--
DateFeb 2006
Total AUM$262.8M
Discretionary$253.6M
Non-Disc.$9.2M
Employees10
Clients--
DateFeb 2006
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$191M
Discretionary$191M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$43.1M
Discretionary$39.7M
Non-Disc.$3.4M
Employees5
Clients--
DateSep 2001
Total AUM$40M
Discretionary$38.3M
Non-Disc.$1.7M
Employees5
Clients--