STELLAR CAPITAL MANAGEMENT LLC
CRD #109415 SEC #801-57690 PHOENIX, AZ 602-778-0307
SEC Registered
Total AUM
$407.7M
Discretionary
$406.5M
Employees
8
Clients
0
Accounts
574
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $407.7M | $406.5M | $1.3M | 8 | 0 |
| Mar 2020 | $407.7M | $406.5M | $1.3M | 8 | 0 |
| Nov 2019 | $342.5M | $341.2M | $1.2M | 8 | 0 |
| Jun 2019 | $342.5M | $341.2M | $1.2M | 8 | 0 |
| Mar 2019 | $342.5M | $341.2M | $1.2M | 8 | 0 |
| Jul 2018 | $356.6M | $355.3M | $1.3M | 11 | 0 |
| Mar 2018 | $356.6M | $355.3M | $1.3M | 11 | 0 |
| Jun 2017 | $295.5M | $278.8M | $16.7M | 10 | 200 |
| Mar 2017 | $295.5M | $278.8M | $16.7M | 10 | 200 |
| Jun 2016 | $245.1M | $231M | $14.1M | 6 | 200 |
| Mar 2016 | $245.1M | $231M | $14.1M | 6 | 200 |
| Jun 2015 | $231.5M | $218.7M | $12.8M | 6 | 200 |
| Mar 2015 | $231.5M | $218.7M | $12.8M | 6 | 200 |
| Jun 2014 | $177.9M | $167.8M | $10.2M | 6 | 200 |
| Mar 2014 | $177.9M | $167.8M | $10.2M | 6 | 200 |
| Jun 2013 | $177.9M | $143.2M | $34.7M | 5 | 200 |
| Mar 2013 | $177.9M | $143.2M | $34.7M | 5 | 200 |
| Jun 2012 | $153.2M | $121.4M | $31.8M | 1 | 200 |
| Mar 2012 | $153.2M | $121.4M | $31.8M | 1 | 200 |
| Jun 2011 | $157.5M | $118.3M | $39.1M | 5 | -- |
| Apr 2011 | $157.5M | $118.3M | $39.1M | 5 | -- |
| Jun 2010 | $154.7M | $111.6M | $43.1M | 10 | -- |
| Mar 2010 | $154.7M | $111.6M | $43.1M | 10 | -- |
| Mar 2009 | $127.8M | $98M | $29.7M | 10 | -- |
| Mar 2008 | $177.9M | $140.7M | $37.2M | 10 | -- |
| Jun 2007 | $141.5M | $111.8M | $29.7M | 10 | -- |
| Feb 2007 | $141.5M | $111.8M | $29.7M | 10 | -- |
| Jan 2007 | $131M | $102M | $29M | 5 | -- |
| Feb 2006 | $131M | $102M | $29M | 5 | -- |
| Sep 2005 | $135M | $115M | $20M | 5 | -- |
| Jan 2005 | $135M | $115M | $20M | 5 | -- |
| Jul 2004 | $119M | $98M | $21M | 5 | -- |
DateJun 2020
Total AUM$407.7M
Discretionary$406.5M
Non-Disc.$1.3M
Employees8
Clients0
DateMar 2020
Total AUM$407.7M
Discretionary$406.5M
Non-Disc.$1.3M
Employees8
Clients0
DateNov 2019
Total AUM$342.5M
Discretionary$341.2M
Non-Disc.$1.2M
Employees8
Clients0
DateJun 2019
Total AUM$342.5M
Discretionary$341.2M
Non-Disc.$1.2M
Employees8
Clients0
DateMar 2019
Total AUM$342.5M
Discretionary$341.2M
Non-Disc.$1.2M
Employees8
Clients0
DateJul 2018
Total AUM$356.6M
Discretionary$355.3M
Non-Disc.$1.3M
Employees11
Clients0
DateMar 2018
Total AUM$356.6M
Discretionary$355.3M
Non-Disc.$1.3M
Employees11
Clients0
DateJun 2017
Total AUM$295.5M
Discretionary$278.8M
Non-Disc.$16.7M
Employees10
Clients200
DateMar 2017
Total AUM$295.5M
Discretionary$278.8M
Non-Disc.$16.7M
Employees10
Clients200
DateJun 2016
Total AUM$245.1M
Discretionary$231M
Non-Disc.$14.1M
Employees6
Clients200
DateMar 2016
Total AUM$245.1M
Discretionary$231M
Non-Disc.$14.1M
Employees6
Clients200
DateJun 2015
Total AUM$231.5M
Discretionary$218.7M
Non-Disc.$12.8M
Employees6
Clients200
DateMar 2015
Total AUM$231.5M
Discretionary$218.7M
Non-Disc.$12.8M
Employees6
Clients200
DateJun 2014
Total AUM$177.9M
Discretionary$167.8M
Non-Disc.$10.2M
Employees6
Clients200
DateMar 2014
Total AUM$177.9M
Discretionary$167.8M
Non-Disc.$10.2M
Employees6
Clients200
DateJun 2013
Total AUM$177.9M
Discretionary$143.2M
Non-Disc.$34.7M
Employees5
Clients200
DateMar 2013
Total AUM$177.9M
Discretionary$143.2M
Non-Disc.$34.7M
Employees5
Clients200
DateJun 2012
Total AUM$153.2M
Discretionary$121.4M
Non-Disc.$31.8M
Employees1
Clients200
DateMar 2012
Total AUM$153.2M
Discretionary$121.4M
Non-Disc.$31.8M
Employees1
Clients200
DateJun 2011
Total AUM$157.5M
Discretionary$118.3M
Non-Disc.$39.1M
Employees5
Clients--
DateApr 2011
Total AUM$157.5M
Discretionary$118.3M
Non-Disc.$39.1M
Employees5
Clients--
DateJun 2010
Total AUM$154.7M
Discretionary$111.6M
Non-Disc.$43.1M
Employees10
Clients--
DateMar 2010
Total AUM$154.7M
Discretionary$111.6M
Non-Disc.$43.1M
Employees10
Clients--
DateMar 2009
Total AUM$127.8M
Discretionary$98M
Non-Disc.$29.7M
Employees10
Clients--
DateMar 2008
Total AUM$177.9M
Discretionary$140.7M
Non-Disc.$37.2M
Employees10
Clients--
DateJun 2007
Total AUM$141.5M
Discretionary$111.8M
Non-Disc.$29.7M
Employees10
Clients--
DateFeb 2007
Total AUM$141.5M
Discretionary$111.8M
Non-Disc.$29.7M
Employees10
Clients--
DateJan 2007
Total AUM$131M
Discretionary$102M
Non-Disc.$29M
Employees5
Clients--
DateFeb 2006
Total AUM$131M
Discretionary$102M
Non-Disc.$29M
Employees5
Clients--
DateSep 2005
Total AUM$135M
Discretionary$115M
Non-Disc.$20M
Employees5
Clients--
DateJan 2005
Total AUM$135M
Discretionary$115M
Non-Disc.$20M
Employees5
Clients--
DateJul 2004
Total AUM$119M
Discretionary$98M
Non-Disc.$21M
Employees5
Clients--