SHOBE & ASSOCIATES, INC
Legal name: THE SHOBE FINANCIAL GROUP
CRD #114975 SEC #801-70323 BATON ROUGE, LA 225-763-7010
SEC Registered
Total AUM
$396.6M
Discretionary
$316M
Employees
21
Clients
101
Accounts
299
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $396.6M | $316M | $80.6M | 21 | 5 |
| Mar 2023 | $396.6M | $316M | $80.6M | 21 | 5 |
| Mar 2022 | $449M | $354.7M | $94.4M | 18 | 4 |
| Jun 2021 | $351.4M | $281.5M | $69.9M | 19 | 15 |
| Apr 2021 | $351.4M | $281.5M | $69.9M | 19 | 15 |
| Feb 2021 | $351.4M | $281.5M | $69.9M | 19 | 15 |
| Sep 2020 | $288M | $242M | $46M | 19 | 17 |
| Sep 2020 | $288M | $242M | $46M | 19 | 17 |
| Jun 2020 | $288M | $242M | $46M | 19 | 17 |
| Jun 2020 | $288M | $242M | $46M | 19 | 17 |
| Mar 2020 | $288M | $242M | $46M | 19 | 17 |
| Nov 2019 | $258.6M | $215M | $43.6M | 15 | 15 |
| Mar 2019 | $258.6M | $215M | $43.6M | 15 | 15 |
| Nov 2018 | $235M | $185M | $50M | 15 | 5 |
| Nov 2018 | $235M | $185M | $50M | 15 | 5 |
| Aug 2018 | $235M | $185M | $50M | 15 | 5 |
| Mar 2018 | $235M | $185M | $50M | 15 | 5 |
| Sep 2017 | $214.3M | $168.8M | $45.5M | 8 | 147 |
| Feb 2017 | $214.3M | $168.8M | $45.5M | 8 | 147 |
| Sep 2016 | $192M | $150M | $42M | 7 | 200 |
| Mar 2016 | $192M | $150M | $42M | 8 | 200 |
| Mar 2015 | $186M | $145M | $41M | 10 | 200 |
| Jun 2014 | $175M | $140M | $35M | 9 | 200 |
| Feb 2014 | $175M | $140M | $35M | 9 | 200 |
| Nov 2013 | $148.7M | $118M | $30.7M | 9 | 200 |
| Feb 2013 | $148.7M | $118M | $30.7M | 9 | 200 |
| Jun 2012 | $125.2M | $94.2M | $31M | 6 | 200 |
| Apr 2012 | $125.2M | $94.2M | $31M | 6 | 200 |
| Mar 2012 | $125.2M | $94.2M | $31M | 6 | 200 |
| Mar 2011 | $111.7M | $85.6M | $26.1M | 10 | -- |
| Mar 2011 | $111.7M | $85.6M | $26.1M | 10 | -- |
| Jun 2010 | $100.4M | $76M | $24.4M | 10 | -- |
| Mar 2010 | $100.4M | $76M | $24.4M | 10 | -- |
DateApr 2023
Total AUM$396.6M
Discretionary$316M
Non-Disc.$80.6M
Employees21
Clients5
DateMar 2023
Total AUM$396.6M
Discretionary$316M
Non-Disc.$80.6M
Employees21
Clients5
DateMar 2022
Total AUM$449M
Discretionary$354.7M
Non-Disc.$94.4M
Employees18
Clients4
DateJun 2021
Total AUM$351.4M
Discretionary$281.5M
Non-Disc.$69.9M
Employees19
Clients15
DateApr 2021
Total AUM$351.4M
Discretionary$281.5M
Non-Disc.$69.9M
Employees19
Clients15
DateFeb 2021
Total AUM$351.4M
Discretionary$281.5M
Non-Disc.$69.9M
Employees19
Clients15
DateSep 2020
Total AUM$288M
Discretionary$242M
Non-Disc.$46M
Employees19
Clients17
DateSep 2020
Total AUM$288M
Discretionary$242M
Non-Disc.$46M
Employees19
Clients17
DateJun 2020
Total AUM$288M
Discretionary$242M
Non-Disc.$46M
Employees19
Clients17
DateJun 2020
Total AUM$288M
Discretionary$242M
Non-Disc.$46M
Employees19
Clients17
DateMar 2020
Total AUM$288M
Discretionary$242M
Non-Disc.$46M
Employees19
Clients17
DateNov 2019
Total AUM$258.6M
Discretionary$215M
Non-Disc.$43.6M
Employees15
Clients15
DateMar 2019
Total AUM$258.6M
Discretionary$215M
Non-Disc.$43.6M
Employees15
Clients15
DateNov 2018
Total AUM$235M
Discretionary$185M
Non-Disc.$50M
Employees15
Clients5
DateNov 2018
Total AUM$235M
Discretionary$185M
Non-Disc.$50M
Employees15
Clients5
DateAug 2018
Total AUM$235M
Discretionary$185M
Non-Disc.$50M
Employees15
Clients5
DateMar 2018
Total AUM$235M
Discretionary$185M
Non-Disc.$50M
Employees15
Clients5
DateSep 2017
Total AUM$214.3M
Discretionary$168.8M
Non-Disc.$45.5M
Employees8
Clients147
DateFeb 2017
Total AUM$214.3M
Discretionary$168.8M
Non-Disc.$45.5M
Employees8
Clients147
DateSep 2016
Total AUM$192M
Discretionary$150M
Non-Disc.$42M
Employees7
Clients200
DateMar 2016
Total AUM$192M
Discretionary$150M
Non-Disc.$42M
Employees8
Clients200
DateMar 2015
Total AUM$186M
Discretionary$145M
Non-Disc.$41M
Employees10
Clients200
DateJun 2014
Total AUM$175M
Discretionary$140M
Non-Disc.$35M
Employees9
Clients200
DateFeb 2014
Total AUM$175M
Discretionary$140M
Non-Disc.$35M
Employees9
Clients200
DateNov 2013
Total AUM$148.7M
Discretionary$118M
Non-Disc.$30.7M
Employees9
Clients200
DateFeb 2013
Total AUM$148.7M
Discretionary$118M
Non-Disc.$30.7M
Employees9
Clients200
DateJun 2012
Total AUM$125.2M
Discretionary$94.2M
Non-Disc.$31M
Employees6
Clients200
DateApr 2012
Total AUM$125.2M
Discretionary$94.2M
Non-Disc.$31M
Employees6
Clients200
DateMar 2012
Total AUM$125.2M
Discretionary$94.2M
Non-Disc.$31M
Employees6
Clients200
DateMar 2011
Total AUM$111.7M
Discretionary$85.6M
Non-Disc.$26.1M
Employees10
Clients--
DateMar 2011
Total AUM$111.7M
Discretionary$85.6M
Non-Disc.$26.1M
Employees10
Clients--
DateJun 2010
Total AUM$100.4M
Discretionary$76M
Non-Disc.$24.4M
Employees10
Clients--
DateMar 2010
Total AUM$100.4M
Discretionary$76M
Non-Disc.$24.4M
Employees10
Clients--