CAPITAL DIRECTIONS, LLC
Legal name: CAPITAL DIRECTIONS LLC
CRD #109762 SEC #801-57269 ATLANTA, GA 404-237-8881
SEC Registered
Total AUM
$3.9B
Discretionary
$3.1B
Employees
25
Clients
0
Accounts
4,832
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $3.9B | $3.1B | $743M | 25 | 0 |
| Dec 2022 | $3.8B | $3B | $881M | 24 | 0 |
| Oct 2022 | $3.8B | $3B | $881M | 24 | 0 |
| Sep 2022 | $3.8B | $3B | $881M | 24 | 0 |
| Mar 2022 | $3.8B | $3B | $881M | 24 | 0 |
| Dec 2021 | $2.9B | $2.5B | $453.3M | 18 | 0 |
| Aug 2021 | $2.9B | $2.5B | $453.3M | 18 | 0 |
| Jul 2021 | $2.9B | $2.5B | $453.3M | 18 | 0 |
| Jun 2021 | $2.9B | $2.5B | $453.3M | 18 | 0 |
| Mar 2021 | $2.9B | $2.5B | $453.3M | 18 | 0 |
| Nov 2020 | $2.8B | $2.2B | $573.8M | 19 | 0 |
| Jun 2020 | $2.8B | $2.2B | $573.8M | 19 | 0 |
| Jun 2020 | $2.8B | $2.2B | $573.8M | 19 | 0 |
| Feb 2020 | $2.8B | $2.2B | $573.8M | 19 | 0 |
| Oct 2019 | $2.2B | $1.6B | $594.4M | 19 | 0 |
| May 2019 | $2.2B | $1.6B | $594.4M | 17 | 0 |
| Mar 2019 | $2.2B | $1.6B | $594.4M | 17 | 0 |
| Mar 2018 | $2.3B | $1.6B | $699.5M | 15 | 0 |
| Aug 2017 | $1.9B | $1.3B | $605.9M | 12 | 956 |
| Jul 2017 | $1.9B | $1.3B | $605.9M | 12 | 956 |
| Feb 2017 | $1.9B | $1.3B | $605.9M | 12 | 956 |
| Nov 2016 | $1.7B | $1.2B | $467M | 12 | 950 |
| Jun 2016 | $1.7B | $1.2B | $467M | 12 | 950 |
| Apr 2016 | $1.7B | $1.2B | $467M | 12 | 950 |
| Mar 2016 | $1.7B | $1.2B | $467M | 12 | 950 |
| Mar 2015 | $1.6B | $1.1B | $512.1M | 12 | 854 |
| Oct 2014 | $1.3B | $948.6M | $345M | 13 | 700 |
| Jun 2014 | $1.3B | $948.6M | $345M | 13 | 700 |
| Mar 2014 | $1.3B | $948.6M | $345M | 13 | 700 |
| Jan 2014 | $930M | $752M | $178M | 13 | 700 |
| Jan 2013 | $930M | $752M | $178M | 13 | 700 |
| Apr 2012 | $863M | $628M | $235M | 6 | 600 |
| Apr 2010 | $825.2M | $730.1M | $95.1M | 10 | -- |
| Mar 2008 | $819.2M | $615.4M | $203.7M | 10 | -- |
| Aug 2007 | $635.3M | $433.8M | $201.6M | 10 | -- |
| Apr 2007 | $635.3M | $433.8M | $201.6M | 10 | -- |
| Mar 2006 | $496.6M | $356.3M | $140.4M | 10 | -- |
| Apr 2004 | $264.5M | $178.2M | $86.3M | 10 | -- |
| Mar 2004 | $264.5M | $178.2M | $86.3M | 10 | -- |
| Apr 2002 | $95.9M | $82.5M | $13.4M | 5 | -- |
DateMar 2023
Total AUM$3.9B
Discretionary$3.1B
Non-Disc.$743M
Employees25
Clients0
DateDec 2022
Total AUM$3.8B
Discretionary$3B
Non-Disc.$881M
Employees24
Clients0
DateOct 2022
Total AUM$3.8B
Discretionary$3B
Non-Disc.$881M
Employees24
Clients0
DateSep 2022
Total AUM$3.8B
Discretionary$3B
Non-Disc.$881M
Employees24
Clients0
DateMar 2022
Total AUM$3.8B
Discretionary$3B
Non-Disc.$881M
Employees24
Clients0
DateDec 2021
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$453.3M
Employees18
Clients0
DateAug 2021
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$453.3M
Employees18
Clients0
DateJul 2021
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$453.3M
Employees18
Clients0
DateJun 2021
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$453.3M
Employees18
Clients0
DateMar 2021
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$453.3M
Employees18
Clients0
DateNov 2020
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$573.8M
Employees19
Clients0
DateJun 2020
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$573.8M
Employees19
Clients0
DateJun 2020
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$573.8M
Employees19
Clients0
DateFeb 2020
Total AUM$2.8B
Discretionary$2.2B
Non-Disc.$573.8M
Employees19
Clients0
DateOct 2019
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$594.4M
Employees19
Clients0
DateMay 2019
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$594.4M
Employees17
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$594.4M
Employees17
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$699.5M
Employees15
Clients0
DateAug 2017
Total AUM$1.9B
Discretionary$1.3B
Non-Disc.$605.9M
Employees12
Clients956
DateJul 2017
Total AUM$1.9B
Discretionary$1.3B
Non-Disc.$605.9M
Employees12
Clients956
DateFeb 2017
Total AUM$1.9B
Discretionary$1.3B
Non-Disc.$605.9M
Employees12
Clients956
DateNov 2016
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$467M
Employees12
Clients950
DateJun 2016
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$467M
Employees12
Clients950
DateApr 2016
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$467M
Employees12
Clients950
DateMar 2016
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$467M
Employees12
Clients950
DateMar 2015
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$512.1M
Employees12
Clients854
DateOct 2014
Total AUM$1.3B
Discretionary$948.6M
Non-Disc.$345M
Employees13
Clients700
DateJun 2014
Total AUM$1.3B
Discretionary$948.6M
Non-Disc.$345M
Employees13
Clients700
DateMar 2014
Total AUM$1.3B
Discretionary$948.6M
Non-Disc.$345M
Employees13
Clients700
DateJan 2014
Total AUM$930M
Discretionary$752M
Non-Disc.$178M
Employees13
Clients700
DateJan 2013
Total AUM$930M
Discretionary$752M
Non-Disc.$178M
Employees13
Clients700
DateApr 2012
Total AUM$863M
Discretionary$628M
Non-Disc.$235M
Employees6
Clients600
DateApr 2010
Total AUM$825.2M
Discretionary$730.1M
Non-Disc.$95.1M
Employees10
Clients--
DateMar 2008
Total AUM$819.2M
Discretionary$615.4M
Non-Disc.$203.7M
Employees10
Clients--
DateAug 2007
Total AUM$635.3M
Discretionary$433.8M
Non-Disc.$201.6M
Employees10
Clients--
DateApr 2007
Total AUM$635.3M
Discretionary$433.8M
Non-Disc.$201.6M
Employees10
Clients--
DateMar 2006
Total AUM$496.6M
Discretionary$356.3M
Non-Disc.$140.4M
Employees10
Clients--
DateApr 2004
Total AUM$264.5M
Discretionary$178.2M
Non-Disc.$86.3M
Employees10
Clients--
DateMar 2004
Total AUM$264.5M
Discretionary$178.2M
Non-Disc.$86.3M
Employees10
Clients--
DateApr 2002
Total AUM$95.9M
Discretionary$82.5M
Non-Disc.$13.4M
Employees5
Clients--