PHILLIPS CAPITAL ADVISORS, INC.
CRD #115758 SEC #801-66961 OKLAHOMA CITY, OK 405-943-9433
SEC Registered
Total AUM
$588.6M
Discretionary
$145.3M
Employees
17
Clients
0
Accounts
646
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $588.6M | $145.3M | $443.3M | 17 | 0 |
| Jul 2023 | $514.7M | $135.5M | $379.2M | 17 | 0 |
| Apr 2023 | $514.7M | $135.5M | $379.2M | 17 | 0 |
| Mar 2023 | $514.7M | $135.5M | $379.2M | 17 | 0 |
| Mar 2022 | $542.1M | $144.2M | $397.9M | 17 | 0 |
| Apr 2021 | $456.1M | $109.5M | $346.6M | 18 | 0 |
| Oct 2020 | $414.2M | $83.2M | $330.9M | 18 | 0 |
| Jun 2020 | $414.2M | $83.2M | $330.9M | 18 | 0 |
| Mar 2020 | $414.2M | $83.2M | $330.9M | 18 | 0 |
| May 2019 | $377.5M | $75.2M | $302.2M | 25 | 0 |
| May 2019 | $377.5M | $75.2M | $302.2M | 25 | 0 |
| Mar 2019 | $377.5M | $75.2M | $302.2M | 25 | 0 |
| Mar 2018 | $358.2M | $68.7M | $289.4M | 25 | 0 |
| Oct 2017 | $435.8M | $55.2M | $380.5M | 25 | 0 |
| Mar 2017 | $435.8M | $55.2M | $380.5M | 25 | 300 |
| Dec 2016 | $291.8M | $40.4M | $251.4M | 18 | 26 |
| Mar 2016 | $291.8M | $40.4M | $251.4M | 18 | 26 |
| Oct 2015 | $340.5M | $54.7M | $285.7M | 18 | 26 |
| Apr 2015 | $340.5M | $54.7M | $285.7M | 18 | 26 |
| Mar 2015 | $340.5M | $54.7M | $285.7M | 18 | 26 |
| Mar 2014 | $329.3M | $52M | $277.3M | 18 | 26 |
| Mar 2013 | $293.3M | $55.1M | $238.1M | 18 | 26 |
| Dec 2012 | $175.4M | $20.1M | $155.2M | 14 | 26 |
| Dec 2012 | $175.4M | $20.1M | $155.2M | 14 | 26 |
| Mar 2012 | $175.4M | $20.1M | $155.2M | 11 | 26 |
| Apr 2011 | $244.3M | $25.5M | $218.8M | -- | -- |
| Mar 2011 | $191.4M | $24.1M | $167.3M | -- | -- |
| Mar 2010 | $191.4M | $24.1M | $167.3M | -- | -- |
| Apr 2009 | $187.4M | $29.6M | $157.8M | -- | -- |
| Jan 2008 | $38.9M | $32.1M | $6.8M | 10 | -- |
| Oct 2007 | $37.2M | $31.2M | $6M | 10 | -- |
| Apr 2007 | $37.2M | $31.2M | $6M | 10 | -- |
| Mar 2007 | $37.2M | $31.2M | $6M | 10 | -- |
| Jan 2007 | $95.9M | $30.4M | $65.5M | 10 | -- |
DateMar 2024
Total AUM$588.6M
Discretionary$145.3M
Non-Disc.$443.3M
Employees17
Clients0
DateJul 2023
Total AUM$514.7M
Discretionary$135.5M
Non-Disc.$379.2M
Employees17
Clients0
DateApr 2023
Total AUM$514.7M
Discretionary$135.5M
Non-Disc.$379.2M
Employees17
Clients0
DateMar 2023
Total AUM$514.7M
Discretionary$135.5M
Non-Disc.$379.2M
Employees17
Clients0
DateMar 2022
Total AUM$542.1M
Discretionary$144.2M
Non-Disc.$397.9M
Employees17
Clients0
DateApr 2021
Total AUM$456.1M
Discretionary$109.5M
Non-Disc.$346.6M
Employees18
Clients0
DateOct 2020
Total AUM$414.2M
Discretionary$83.2M
Non-Disc.$330.9M
Employees18
Clients0
DateJun 2020
Total AUM$414.2M
Discretionary$83.2M
Non-Disc.$330.9M
Employees18
Clients0
DateMar 2020
Total AUM$414.2M
Discretionary$83.2M
Non-Disc.$330.9M
Employees18
Clients0
DateMay 2019
Total AUM$377.5M
Discretionary$75.2M
Non-Disc.$302.2M
Employees25
Clients0
DateMay 2019
Total AUM$377.5M
Discretionary$75.2M
Non-Disc.$302.2M
Employees25
Clients0
DateMar 2019
Total AUM$377.5M
Discretionary$75.2M
Non-Disc.$302.2M
Employees25
Clients0
DateMar 2018
Total AUM$358.2M
Discretionary$68.7M
Non-Disc.$289.4M
Employees25
Clients0
DateOct 2017
Total AUM$435.8M
Discretionary$55.2M
Non-Disc.$380.5M
Employees25
Clients0
DateMar 2017
Total AUM$435.8M
Discretionary$55.2M
Non-Disc.$380.5M
Employees25
Clients300
DateDec 2016
Total AUM$291.8M
Discretionary$40.4M
Non-Disc.$251.4M
Employees18
Clients26
DateMar 2016
Total AUM$291.8M
Discretionary$40.4M
Non-Disc.$251.4M
Employees18
Clients26
DateOct 2015
Total AUM$340.5M
Discretionary$54.7M
Non-Disc.$285.7M
Employees18
Clients26
DateApr 2015
Total AUM$340.5M
Discretionary$54.7M
Non-Disc.$285.7M
Employees18
Clients26
DateMar 2015
Total AUM$340.5M
Discretionary$54.7M
Non-Disc.$285.7M
Employees18
Clients26
DateMar 2014
Total AUM$329.3M
Discretionary$52M
Non-Disc.$277.3M
Employees18
Clients26
DateMar 2013
Total AUM$293.3M
Discretionary$55.1M
Non-Disc.$238.1M
Employees18
Clients26
DateDec 2012
Total AUM$175.4M
Discretionary$20.1M
Non-Disc.$155.2M
Employees14
Clients26
DateDec 2012
Total AUM$175.4M
Discretionary$20.1M
Non-Disc.$155.2M
Employees14
Clients26
DateMar 2012
Total AUM$175.4M
Discretionary$20.1M
Non-Disc.$155.2M
Employees11
Clients26
DateApr 2011
Total AUM$244.3M
Discretionary$25.5M
Non-Disc.$218.8M
Employees--
Clients--
DateMar 2011
Total AUM$191.4M
Discretionary$24.1M
Non-Disc.$167.3M
Employees--
Clients--
DateMar 2010
Total AUM$191.4M
Discretionary$24.1M
Non-Disc.$167.3M
Employees--
Clients--
DateApr 2009
Total AUM$187.4M
Discretionary$29.6M
Non-Disc.$157.8M
Employees--
Clients--
DateJan 2008
Total AUM$38.9M
Discretionary$32.1M
Non-Disc.$6.8M
Employees10
Clients--
DateOct 2007
Total AUM$37.2M
Discretionary$31.2M
Non-Disc.$6M
Employees10
Clients--
DateApr 2007
Total AUM$37.2M
Discretionary$31.2M
Non-Disc.$6M
Employees10
Clients--
DateMar 2007
Total AUM$37.2M
Discretionary$31.2M
Non-Disc.$6M
Employees10
Clients--
DateJan 2007
Total AUM$95.9M
Discretionary$30.4M
Non-Disc.$65.5M
Employees10
Clients--