CAPITAL FORMATION STRATEGIES INC
CRD #111124 SEC #801-80916 ST PAUL, MN 651-644-8412
SEC Registered
Total AUM
$134.8M
Discretionary
$134.8M
Employees
3
Clients
51
Accounts
448
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $134.8M | $134.8M | $0 | 3 | 0 |
| Dec 2019 | $134.8M | $134.8M | $0 | 3 | 0 |
| Dec 2018 | $137.5M | $137.5M | $0 | 3 | 180 |
| Dec 2017 | $122.6M | $122.6M | $0 | 3 | 0 |
| Jan 2017 | $120.3M | $120.3M | $0 | 3 | 300 |
| Feb 2016 | $109.8M | $109.8M | $0 | 3 | 300 |
| Jan 2016 | $109.8M | $109.8M | $0 | 3 | 300 |
| Dec 2015 | $107.7M | $107.7M | $0 | 3 | 300 |
| Jan 2015 | $116M | $85.9M | $30.1M | 3 | 400 |
| Jun 2012 | $68.3M | $0 | $68.3M | 1 | 200 |
| Jun 2012 | $68.3M | $0 | $68.3M | 1 | 200 |
| Jan 2011 | $64.7M | $61.6M | $3M | 5 | -- |
| Apr 2010 | $61.8M | $58.7M | $3.1M | 5 | -- |
| Dec 2007 | $79.4M | $73.1M | $6.3M | 5 | -- |
| Dec 2006 | $73M | $67M | $6M | 5 | -- |
| Sep 2005 | $50.2M | $44.3M | $5.9M | 5 | -- |
| Feb 2005 | $50.2M | $44.3M | $5.9M | 5 | -- |
| Feb 2005 | $42.7M | $36.7M | $6M | 5 | -- |
DateJun 2020
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees3
Clients180
DateDec 2017
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2017
Total AUM$120.3M
Discretionary$120.3M
Non-Disc.$0
Employees3
Clients300
DateFeb 2016
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients300
DateJan 2016
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients300
DateDec 2015
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients300
DateJan 2015
Total AUM$116M
Discretionary$85.9M
Non-Disc.$30.1M
Employees3
Clients400
DateJun 2012
Total AUM$68.3M
Discretionary$0
Non-Disc.$68.3M
Employees1
Clients200
DateJun 2012
Total AUM$68.3M
Discretionary$0
Non-Disc.$68.3M
Employees1
Clients200
DateJan 2011
Total AUM$64.7M
Discretionary$61.6M
Non-Disc.$3M
Employees5
Clients--
DateApr 2010
Total AUM$61.8M
Discretionary$58.7M
Non-Disc.$3.1M
Employees5
Clients--
DateDec 2007
Total AUM$79.4M
Discretionary$73.1M
Non-Disc.$6.3M
Employees5
Clients--
DateDec 2006
Total AUM$73M
Discretionary$67M
Non-Disc.$6M
Employees5
Clients--
DateSep 2005
Total AUM$50.2M
Discretionary$44.3M
Non-Disc.$5.9M
Employees5
Clients--
DateFeb 2005
Total AUM$50.2M
Discretionary$44.3M
Non-Disc.$5.9M
Employees5
Clients--
DateFeb 2005
Total AUM$42.7M
Discretionary$36.7M
Non-Disc.$6M
Employees5
Clients--