KARSTENS INVESTMENT COUNSEL, INC.
CRD #117977 SEC #801-65213 OMAHA, NE 402-492-2727
SEC Registered
Total AUM
$239.5M
Discretionary
$170.6M
Employees
8
Clients
251
Accounts
1,056
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2019 | $239.5M | $170.6M | $68.8M | 8 | 21 |
| Nov 2019 | $239.5M | $170.6M | $68.8M | 8 | 21 |
| Mar 2019 | $239.5M | $170.6M | $68.8M | 8 | 21 |
| Sep 2018 | $259.2M | $179.1M | $80.1M | 10 | 21 |
| Sep 2018 | $259.2M | $179.1M | $80.1M | 10 | 21 |
| Feb 2018 | $259.2M | $179.1M | $80.1M | 10 | 21 |
| Aug 2017 | $234.1M | $154.1M | $80M | 10 | 284 |
| Jun 2017 | $234.1M | $154.1M | $80M | 10 | 284 |
| Jun 2017 | $234.1M | $154.1M | $80M | 10 | 284 |
| Feb 2017 | $234.1M | $154.1M | $80M | 10 | 284 |
| Feb 2016 | $211.9M | $132.7M | $79.2M | 7 | 253 |
| Aug 2015 | $708.5M | $127.7M | $580.8M | 8 | 275 |
| Feb 2015 | $708.5M | $127.7M | $580.8M | 8 | 275 |
| Aug 2014 | $216.6M | $120M | $96.6M | 8 | 276 |
| Mar 2014 | $216.6M | $120M | $96.6M | 8 | 276 |
| Mar 2014 | $216.6M | $120M | $96.6M | 8 | 276 |
| Feb 2013 | $543.9M | $106.8M | $437.1M | 8 | 300 |
| Aug 2012 | $491.2M | $109M | $382.3M | 6 | 300 |
| Mar 2012 | $491.2M | $109M | $382.3M | 6 | 300 |
| Apr 2011 | $487.8M | $112.4M | $375.4M | 10 | -- |
| Dec 2010 | $414.2M | $91.5M | $322.7M | 10 | -- |
| Feb 2010 | $414.2M | $91.5M | $322.7M | 10 | -- |
| Feb 2009 | $306.8M | $63.5M | $243.3M | 10 | -- |
| Sep 2007 | $317.6M | $35.7M | $281.8M | 10 | -- |
| Mar 2007 | $317.6M | $35.7M | $281.8M | 10 | -- |
| Feb 2007 | $317.6M | $35.7M | $281.8M | 10 | -- |
| Dec 2006 | $342.7M | $21.9M | $320.8M | 10 | -- |
| Mar 2006 | $0 | $0 | $0 | 10 | -- |
| Jan 2006 | $0 | $0 | $0 | 10 | -- |
| Dec 2005 | $0 | $0 | $0 | 10 | -- |
| Mar 2004 | $97.6M | $0 | $97.6M | 5 | -- |
DateNov 2019
Total AUM$239.5M
Discretionary$170.6M
Non-Disc.$68.8M
Employees8
Clients21
DateNov 2019
Total AUM$239.5M
Discretionary$170.6M
Non-Disc.$68.8M
Employees8
Clients21
DateMar 2019
Total AUM$239.5M
Discretionary$170.6M
Non-Disc.$68.8M
Employees8
Clients21
DateSep 2018
Total AUM$259.2M
Discretionary$179.1M
Non-Disc.$80.1M
Employees10
Clients21
DateSep 2018
Total AUM$259.2M
Discretionary$179.1M
Non-Disc.$80.1M
Employees10
Clients21
DateFeb 2018
Total AUM$259.2M
Discretionary$179.1M
Non-Disc.$80.1M
Employees10
Clients21
DateAug 2017
Total AUM$234.1M
Discretionary$154.1M
Non-Disc.$80M
Employees10
Clients284
DateJun 2017
Total AUM$234.1M
Discretionary$154.1M
Non-Disc.$80M
Employees10
Clients284
DateJun 2017
Total AUM$234.1M
Discretionary$154.1M
Non-Disc.$80M
Employees10
Clients284
DateFeb 2017
Total AUM$234.1M
Discretionary$154.1M
Non-Disc.$80M
Employees10
Clients284
DateFeb 2016
Total AUM$211.9M
Discretionary$132.7M
Non-Disc.$79.2M
Employees7
Clients253
DateAug 2015
Total AUM$708.5M
Discretionary$127.7M
Non-Disc.$580.8M
Employees8
Clients275
DateFeb 2015
Total AUM$708.5M
Discretionary$127.7M
Non-Disc.$580.8M
Employees8
Clients275
DateAug 2014
Total AUM$216.6M
Discretionary$120M
Non-Disc.$96.6M
Employees8
Clients276
DateMar 2014
Total AUM$216.6M
Discretionary$120M
Non-Disc.$96.6M
Employees8
Clients276
DateMar 2014
Total AUM$216.6M
Discretionary$120M
Non-Disc.$96.6M
Employees8
Clients276
DateFeb 2013
Total AUM$543.9M
Discretionary$106.8M
Non-Disc.$437.1M
Employees8
Clients300
DateAug 2012
Total AUM$491.2M
Discretionary$109M
Non-Disc.$382.3M
Employees6
Clients300
DateMar 2012
Total AUM$491.2M
Discretionary$109M
Non-Disc.$382.3M
Employees6
Clients300
DateApr 2011
Total AUM$487.8M
Discretionary$112.4M
Non-Disc.$375.4M
Employees10
Clients--
DateDec 2010
Total AUM$414.2M
Discretionary$91.5M
Non-Disc.$322.7M
Employees10
Clients--
DateFeb 2010
Total AUM$414.2M
Discretionary$91.5M
Non-Disc.$322.7M
Employees10
Clients--
DateFeb 2009
Total AUM$306.8M
Discretionary$63.5M
Non-Disc.$243.3M
Employees10
Clients--
DateSep 2007
Total AUM$317.6M
Discretionary$35.7M
Non-Disc.$281.8M
Employees10
Clients--
DateMar 2007
Total AUM$317.6M
Discretionary$35.7M
Non-Disc.$281.8M
Employees10
Clients--
DateFeb 2007
Total AUM$317.6M
Discretionary$35.7M
Non-Disc.$281.8M
Employees10
Clients--
DateDec 2006
Total AUM$342.7M
Discretionary$21.9M
Non-Disc.$320.8M
Employees10
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$97.6M
Discretionary$0
Non-Disc.$97.6M
Employees5
Clients--