LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD #112641 SEC #801-79381 AUSTIN, TX 512-458-2517
SEC Registered
Total AUM
$130.9M
Discretionary
$88.7M
Employees
5
Clients
101
Accounts
599
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $130.9M | $88.7M | $42.2M | 5 | 10 |
| Feb 2024 | $107.3M | $75.8M | $31.5M | 5 | 16 |
| Mar 2023 | $98.4M | $67.9M | $30.5M | 5 | 4 |
| Mar 2022 | $130.3M | $93.1M | $37.2M | 7 | 8 |
| Nov 2021 | $173.5M | $124.9M | $48.6M | 3 | 8 |
| Jan 2021 | $173.5M | $124.9M | $48.6M | 3 | 8 |
| Nov 2020 | $225.2M | $154.5M | $70.6M | 3 | 16 |
| Jun 2020 | $225.2M | $154.5M | $70.6M | 6 | 16 |
| Mar 2020 | $225.2M | $154.5M | $70.6M | 6 | 16 |
| Dec 2019 | $178.2M | $137.6M | $40.5M | 6 | 31 |
| Dec 2019 | $178.2M | $137.6M | $40.5M | 6 | 31 |
| Nov 2019 | $178.2M | $137.6M | $40.5M | 6 | 31 |
| Jun 2019 | $178.2M | $137.6M | $40.5M | 6 | 31 |
| Mar 2019 | $178.2M | $137.6M | $40.5M | 7 | 31 |
| Feb 2019 | $183.4M | $136.8M | $46.6M | 6 | 8 |
| Jun 2018 | $183.4M | $136.8M | $46.6M | 6 | 8 |
| Mar 2018 | $183.4M | $136.8M | $46.6M | 7 | 8 |
| Feb 2018 | $141.7M | $107.9M | $33.8M | 8 | 332 |
| Mar 2017 | $141.7M | $107.9M | $33.8M | 8 | 300 |
| Mar 2016 | $133.6M | $104.9M | $28.8M | 8 | 300 |
| Mar 2015 | $128.7M | $102M | $26.7M | 7 | 300 |
| Mar 2014 | $113.2M | $93.5M | $19.7M | 7 | 300 |
| Sep 2012 | $81.3M | $63.3M | $18M | 11 | 300 |
| Sep 2012 | $81.3M | $63.3M | $18M | 11 | 300 |
| Apr 2012 | $81.3M | $63.3M | $18M | 11 | 300 |
| Mar 2012 | $81.3M | $63.3M | $18M | 11 | 300 |
| Mar 2011 | $79.2M | $60.2M | $19.1M | -- | -- |
| Mar 2008 | $68.4M | $48M | $20.3M | 10 | -- |
| Apr 2007 | $53.6M | $41.5M | $12.1M | 10 | -- |
| Mar 2007 | $53.6M | $41.5M | $12.1M | 10 | -- |
| Mar 2006 | $43.5M | $32.2M | $11.2M | 10 | -- |
| Mar 2004 | $38M | $20.1M | $17.9M | -- | -- |
DateMar 2025
Total AUM$130.9M
Discretionary$88.7M
Non-Disc.$42.2M
Employees5
Clients10
DateFeb 2024
Total AUM$107.3M
Discretionary$75.8M
Non-Disc.$31.5M
Employees5
Clients16
DateMar 2023
Total AUM$98.4M
Discretionary$67.9M
Non-Disc.$30.5M
Employees5
Clients4
DateMar 2022
Total AUM$130.3M
Discretionary$93.1M
Non-Disc.$37.2M
Employees7
Clients8
DateNov 2021
Total AUM$173.5M
Discretionary$124.9M
Non-Disc.$48.6M
Employees3
Clients8
DateJan 2021
Total AUM$173.5M
Discretionary$124.9M
Non-Disc.$48.6M
Employees3
Clients8
DateNov 2020
Total AUM$225.2M
Discretionary$154.5M
Non-Disc.$70.6M
Employees3
Clients16
DateJun 2020
Total AUM$225.2M
Discretionary$154.5M
Non-Disc.$70.6M
Employees6
Clients16
DateMar 2020
Total AUM$225.2M
Discretionary$154.5M
Non-Disc.$70.6M
Employees6
Clients16
DateDec 2019
Total AUM$178.2M
Discretionary$137.6M
Non-Disc.$40.5M
Employees6
Clients31
DateDec 2019
Total AUM$178.2M
Discretionary$137.6M
Non-Disc.$40.5M
Employees6
Clients31
DateNov 2019
Total AUM$178.2M
Discretionary$137.6M
Non-Disc.$40.5M
Employees6
Clients31
DateJun 2019
Total AUM$178.2M
Discretionary$137.6M
Non-Disc.$40.5M
Employees6
Clients31
DateMar 2019
Total AUM$178.2M
Discretionary$137.6M
Non-Disc.$40.5M
Employees7
Clients31
DateFeb 2019
Total AUM$183.4M
Discretionary$136.8M
Non-Disc.$46.6M
Employees6
Clients8
DateJun 2018
Total AUM$183.4M
Discretionary$136.8M
Non-Disc.$46.6M
Employees6
Clients8
DateMar 2018
Total AUM$183.4M
Discretionary$136.8M
Non-Disc.$46.6M
Employees7
Clients8
DateFeb 2018
Total AUM$141.7M
Discretionary$107.9M
Non-Disc.$33.8M
Employees8
Clients332
DateMar 2017
Total AUM$141.7M
Discretionary$107.9M
Non-Disc.$33.8M
Employees8
Clients300
DateMar 2016
Total AUM$133.6M
Discretionary$104.9M
Non-Disc.$28.8M
Employees8
Clients300
DateMar 2015
Total AUM$128.7M
Discretionary$102M
Non-Disc.$26.7M
Employees7
Clients300
DateMar 2014
Total AUM$113.2M
Discretionary$93.5M
Non-Disc.$19.7M
Employees7
Clients300
DateSep 2012
Total AUM$81.3M
Discretionary$63.3M
Non-Disc.$18M
Employees11
Clients300
DateSep 2012
Total AUM$81.3M
Discretionary$63.3M
Non-Disc.$18M
Employees11
Clients300
DateApr 2012
Total AUM$81.3M
Discretionary$63.3M
Non-Disc.$18M
Employees11
Clients300
DateMar 2012
Total AUM$81.3M
Discretionary$63.3M
Non-Disc.$18M
Employees11
Clients300
DateMar 2011
Total AUM$79.2M
Discretionary$60.2M
Non-Disc.$19.1M
Employees--
Clients--
DateMar 2008
Total AUM$68.4M
Discretionary$48M
Non-Disc.$20.3M
Employees10
Clients--
DateApr 2007
Total AUM$53.6M
Discretionary$41.5M
Non-Disc.$12.1M
Employees10
Clients--
DateMar 2007
Total AUM$53.6M
Discretionary$41.5M
Non-Disc.$12.1M
Employees10
Clients--
DateMar 2006
Total AUM$43.5M
Discretionary$32.2M
Non-Disc.$11.2M
Employees10
Clients--
DateMar 2004
Total AUM$38M
Discretionary$20.1M
Non-Disc.$17.9M
Employees--
Clients--