STONEGATE CAPITAL ADVISORS, LLC
CRD #113843 SEC #801-68121 SCOTTSDALE, AZ 602-953-8450
SEC Registered
Total AUM
$302M
Discretionary
$302M
Employees
9
Clients
26
Accounts
1,100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $374M | $374M | $0 | 9 | 0 |
| Jun 2020 | $302M | $302M | $0 | 9 | 0 |
| Jun 2020 | $302M | $302M | $0 | 9 | 0 |
| Mar 2020 | $302M | $302M | $0 | 9 | 0 |
| Jul 2019 | $349M | $349M | $0 | 9 | 0 |
| May 2019 | $349M | $349M | $0 | 9 | 0 |
| Mar 2019 | $349M | $349M | $0 | 9 | 0 |
| Dec 2018 | $322M | $322M | $0 | 9 | 210 |
| Jul 2018 | $322M | $322M | $0 | 9 | 210 |
| May 2018 | $322M | $322M | $0 | 9 | 210 |
| Apr 2018 | $322M | $322M | $0 | 9 | 210 |
| Mar 2018 | $322M | $322M | $0 | 9 | 210 |
| Mar 2018 | $322M | $322M | $0 | 9 | 210 |
| Jan 2018 | $286M | $286M | $0 | 10 | 210 |
| Dec 2017 | $286M | $286M | $0 | 10 | 210 |
| Jul 2017 | $286M | $286M | $0 | 10 | 200 |
| Mar 2017 | $286M | $286M | $0 | 10 | 200 |
| Jan 2017 | $252M | $252M | $0 | 10 | 200 |
| Mar 2016 | $252M | $252M | $0 | 10 | 200 |
| Sep 2015 | $236M | $236M | $0 | 10 | 200 |
| Apr 2015 | $236M | $236M | $0 | 10 | 200 |
| Mar 2015 | $236M | $236M | $0 | 10 | 200 |
| Sep 2014 | $215M | $215M | $0 | 10 | 200 |
| Sep 2014 | $215M | $215M | $0 | 10 | 200 |
| Sep 2014 | $195M | $195M | $0 | 10 | 200 |
| Aug 2014 | $195M | $195M | $0 | 10 | 200 |
| Aug 2014 | $195M | $195M | $0 | 10 | 200 |
| Jun 2014 | $195M | $195M | $0 | 10 | 200 |
| Apr 2014 | $195M | $195M | $0 | 10 | 200 |
| Apr 2014 | $185M | $185M | $0 | 7 | 200 |
| Apr 2014 | $185M | $185M | $0 | 7 | 200 |
| Mar 2014 | $185M | $185M | $0 | 7 | 200 |
| May 2013 | $149M | $149M | $0 | 7 | 200 |
| Mar 2013 | $149M | $149M | $0 | 7 | 200 |
| Nov 2012 | $125M | $125M | $0 | 6 | 200 |
| Sep 2012 | $125M | $125M | $0 | 1 | 200 |
| Aug 2012 | $125M | $125M | $0 | 1 | 200 |
| Jan 2012 | $125M | $125M | $0 | 1 | 200 |
| Dec 2011 | $125M | $125M | $0 | 1 | 200 |
| Dec 2011 | $125M | $125M | $0 | 1 | 200 |
| Jan 2011 | $125M | $125M | $0 | 5 | -- |
| Dec 2010 | $87M | $87M | $0 | 5 | -- |
| Aug 2010 | $87M | $87M | $0 | 5 | -- |
DateJan 2021
Total AUM$374M
Discretionary$374M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees9
Clients0
DateJul 2019
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$349M
Discretionary$349M
Non-Disc.$0
Employees9
Clients0
DateDec 2018
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees9
Clients210
DateJul 2018
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees9
Clients210
DateMay 2018
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees9
Clients210
DateApr 2018
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees9
Clients210
DateMar 2018
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees9
Clients210
DateMar 2018
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees9
Clients210
DateJan 2018
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees10
Clients210
DateDec 2017
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees10
Clients210
DateJul 2017
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees10
Clients200
DateMar 2017
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees10
Clients200
DateJan 2017
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees10
Clients200
DateSep 2015
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees10
Clients200
DateApr 2015
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees10
Clients200
DateMar 2015
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees10
Clients200
DateSep 2014
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees10
Clients200
DateSep 2014
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees10
Clients200
DateSep 2014
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees10
Clients200
DateAug 2014
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees10
Clients200
DateAug 2014
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees10
Clients200
DateJun 2014
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees10
Clients200
DateApr 2014
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees10
Clients200
DateApr 2014
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees7
Clients200
DateApr 2014
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees7
Clients200
DateMay 2013
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees7
Clients200
DateNov 2012
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees6
Clients200
DateSep 2012
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees1
Clients200
DateAug 2012
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees1
Clients200
DateDec 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees1
Clients200
DateDec 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees1
Clients200
DateJan 2011
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--