SATHER FINANCIAL GROUP, INC.
CRD #109344 SEC #801-57925 VICTORIA, TX 361-570-1800
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
9
Clients
251
Accounts
1,400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.9B | $1.9B | $5M | 9 | 0 |
| Jan 2025 | $1.9B | $1.9B | $5M | 9 | 0 |
| Nov 2024 | $1.7B | $1.7B | $0 | 9 | 0 |
| Sep 2024 | $1.7B | $1.7B | $0 | 8 | 0 |
| Apr 2024 | $1.7B | $1.7B | $0 | 7 | 0 |
| Jan 2024 | $1.7B | $1.7B | $0 | 7 | 0 |
| Oct 2023 | $1.7B | $1.7B | $0 | 7 | 0 |
| Aug 2023 | $1.7B | $1.7B | $0 | 7 | 0 |
| Aug 2023 | $1.7B | $1.7B | $0 | 7 | 0 |
| Jul 2023 | $1.7B | $1.7B | $0 | 8 | 0 |
| Jun 2023 | $1.7B | $1.7B | $0 | 8 | 0 |
| Feb 2023 | $1.7B | $1.7B | $0 | 7 | 0 |
| Jan 2023 | $1.4B | $1.4B | $0 | 6 | 0 |
| Dec 2022 | $1.4B | $1.4B | $0 | 6 | 0 |
| Nov 2022 | $1.4B | $1.4B | $0 | 6 | 0 |
| Nov 2022 | $1.4B | $1.4B | $0 | 6 | 0 |
| Feb 2022 | $1.4B | $1.4B | $0 | 7 | 0 |
| Dec 2021 | $1.1B | $1.1B | $0 | 7 | 0 |
| Oct 2021 | $1.1B | $1.1B | $0 | 7 | 0 |
| Aug 2021 | $1.1B | $1.1B | $0 | 8 | 0 |
| Jul 2021 | $1.1B | $1.1B | $0 | 7 | 0 |
| Apr 2021 | $1.1B | $1.1B | $0 | 7 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 7 | 0 |
| Jul 2020 | $853.7M | $853.7M | $0 | 6 | 0 |
| Jun 2020 | $853.7M | $853.7M | $0 | 6 | 0 |
| Mar 2020 | $853.7M | $853.7M | $0 | 6 | 0 |
| Mar 2019 | $645.4M | $645.4M | $0 | 5 | 370 |
| Mar 2018 | $589M | $561.1M | $27.9M | 7 | 400 |
| Mar 2017 | $481.4M | $441.5M | $39.9M | 7 | 300 |
| Mar 2016 | $419M | $389.6M | $29.4M | 7 | 300 |
| Mar 2015 | $423.1M | $391M | $32.1M | 7 | 300 |
| Mar 2014 | $361.6M | $332.8M | $28.9M | 7 | 200 |
| Mar 2013 | $307.9M | $287.3M | $20.5M | 5 | 200 |
| Mar 2012 | $266.4M | $243.8M | $22.7M | 1 | 200 |
| Nov 2011 | $216.5M | $201.7M | $14.9M | 5 | -- |
| Mar 2011 | $216.5M | $201.7M | $14.9M | 5 | -- |
| Mar 2008 | $154.2M | $133M | $21.2M | 5 | -- |
| Mar 2007 | $136.2M | $117.1M | $19.1M | 5 | -- |
| Mar 2006 | $108M | $108M | $1.9K | 5 | -- |
| Aug 2004 | $82.7M | $73.9M | $8.8M | 5 | -- |
| Apr 2004 | $82.7M | $73.9M | $8.8M | 5 | -- |
| Mar 2004 | $82.7M | $73.9M | $8.8M | 5 | -- |
| Mar 2002 | $43.4M | $43.4M | $0 | 5 | -- |
DateOct 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$5M
Employees9
Clients0
DateJan 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$5M
Employees9
Clients0
DateNov 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees9
Clients0
DateSep 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees7
Clients0
DateAug 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees7
Clients0
DateJul 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$853.7M
Discretionary$853.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$853.7M
Discretionary$853.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$853.7M
Discretionary$853.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$645.4M
Discretionary$645.4M
Non-Disc.$0
Employees5
Clients370
DateMar 2018
Total AUM$589M
Discretionary$561.1M
Non-Disc.$27.9M
Employees7
Clients400
DateMar 2017
Total AUM$481.4M
Discretionary$441.5M
Non-Disc.$39.9M
Employees7
Clients300
DateMar 2016
Total AUM$419M
Discretionary$389.6M
Non-Disc.$29.4M
Employees7
Clients300
DateMar 2015
Total AUM$423.1M
Discretionary$391M
Non-Disc.$32.1M
Employees7
Clients300
DateMar 2014
Total AUM$361.6M
Discretionary$332.8M
Non-Disc.$28.9M
Employees7
Clients200
DateMar 2013
Total AUM$307.9M
Discretionary$287.3M
Non-Disc.$20.5M
Employees5
Clients200
DateMar 2012
Total AUM$266.4M
Discretionary$243.8M
Non-Disc.$22.7M
Employees1
Clients200
DateNov 2011
Total AUM$216.5M
Discretionary$201.7M
Non-Disc.$14.9M
Employees5
Clients--
DateMar 2011
Total AUM$216.5M
Discretionary$201.7M
Non-Disc.$14.9M
Employees5
Clients--
DateMar 2008
Total AUM$154.2M
Discretionary$133M
Non-Disc.$21.2M
Employees5
Clients--
DateMar 2007
Total AUM$136.2M
Discretionary$117.1M
Non-Disc.$19.1M
Employees5
Clients--
DateMar 2006
Total AUM$108M
Discretionary$108M
Non-Disc.$1.9K
Employees5
Clients--
DateAug 2004
Total AUM$82.7M
Discretionary$73.9M
Non-Disc.$8.8M
Employees5
Clients--
DateApr 2004
Total AUM$82.7M
Discretionary$73.9M
Non-Disc.$8.8M
Employees5
Clients--
DateMar 2004
Total AUM$82.7M
Discretionary$73.9M
Non-Disc.$8.8M
Employees5
Clients--
DateMar 2002
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees5
Clients--