AARON WILBANKS & ASSOCIATES, INC.
Legal name: WILBANKS SECURITIES ADVISORY
CRD #118304 SEC #801-63318 OKLAHOMA CITY, OK 405-842-0202
SEC Registered Disclosures
Total AUM
$137M
Discretionary
$107M
Employees
48
Clients
51
Accounts
750
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $137M | $107M | $30M | 48 | 750 |
| Mar 2016 | $121M | $93M | $28M | 50 | 800 |
| Oct 2015 | $105.9M | $77.4M | $28.5M | 60 | 800 |
| Mar 2015 | $105.9M | $77.4M | $28.5M | 60 | 800 |
| Jun 2014 | $136.5M | $73M | $63.5M | 60 | 700 |
| Mar 2014 | $136.5M | $73M | $63.5M | 60 | 700 |
| Mar 2013 | $134.8M | $67.6M | $67.2M | 57 | 800 |
| Mar 2013 | $99.3M | $59.3M | $40M | 52 | 500 |
| Jun 2012 | $99.3M | $59.3M | $40M | 51 | 500 |
| Mar 2012 | $99.3M | $59.3M | $40M | 51 | 500 |
| Feb 2012 | $59.7M | $59.7M | $0 | 51 | 500 |
| Nov 2011 | $59.7M | $59.7M | $0 | 51 | 500 |
| Aug 2011 | $59.7M | $59.7M | $0 | 51 | -- |
| Jul 2011 | $59.7M | $59.7M | $0 | 51 | -- |
| Apr 2011 | $59.7M | $59.7M | $0 | 51 | -- |
| Feb 2011 | $44.9M | $44.9M | $0 | -- | -- |
| Jul 2010 | $44.9M | $44.9M | $0 | -- | -- |
| Jun 2010 | $44.9M | $44.9M | $0 | -- | -- |
| Jun 2010 | $44.9M | $44.9M | $0 | -- | -- |
| Apr 2010 | $44.9M | $44.9M | $0 | -- | -- |
| Apr 2010 | $44.9M | $44.9M | $0 | -- | -- |
| Sep 2009 | $36M | $36M | $0 | -- | -- |
| Mar 2009 | $36M | $36M | $0 | -- | -- |
| Oct 2007 | $43M | $43M | $0 | -- | -- |
| Mar 2007 | $43M | $43M | $0 | -- | -- |
| Mar 2007 | $37M | $37M | $0 | -- | -- |
| Feb 2006 | $46M | $46M | $0 | 10 | -- |
| Sep 2005 | $46M | $46M | $0 | 10 | -- |
| Sep 2005 | $45M | $3.5M | $41.5M | 10 | -- |
| Sep 2005 | $45M | $3.5M | $41.5M | 10 | -- |
| Jan 2005 | $45M | $3.5M | $41.5M | 10 | -- |
| Jul 2004 | $45M | $3.5M | $41.5M | 10 | -- |
| Jul 2004 | $45M | $3.5M | $41.5M | 10 | -- |
| Jun 2004 | $45M | $3.5M | $41.5M | 10 | -- |
DateMar 2017
Total AUM$137M
Discretionary$107M
Non-Disc.$30M
Employees48
Clients750
DateMar 2016
Total AUM$121M
Discretionary$93M
Non-Disc.$28M
Employees50
Clients800
DateOct 2015
Total AUM$105.9M
Discretionary$77.4M
Non-Disc.$28.5M
Employees60
Clients800
DateMar 2015
Total AUM$105.9M
Discretionary$77.4M
Non-Disc.$28.5M
Employees60
Clients800
DateJun 2014
Total AUM$136.5M
Discretionary$73M
Non-Disc.$63.5M
Employees60
Clients700
DateMar 2014
Total AUM$136.5M
Discretionary$73M
Non-Disc.$63.5M
Employees60
Clients700
DateMar 2013
Total AUM$134.8M
Discretionary$67.6M
Non-Disc.$67.2M
Employees57
Clients800
DateMar 2013
Total AUM$99.3M
Discretionary$59.3M
Non-Disc.$40M
Employees52
Clients500
DateJun 2012
Total AUM$99.3M
Discretionary$59.3M
Non-Disc.$40M
Employees51
Clients500
DateMar 2012
Total AUM$99.3M
Discretionary$59.3M
Non-Disc.$40M
Employees51
Clients500
DateFeb 2012
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees51
Clients500
DateNov 2011
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees51
Clients500
DateAug 2011
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees51
Clients--
DateJul 2011
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees51
Clients--
DateApr 2011
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees51
Clients--
DateFeb 2011
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$45M
Discretionary$3.5M
Non-Disc.$41.5M
Employees10
Clients--
DateSep 2005
Total AUM$45M
Discretionary$3.5M
Non-Disc.$41.5M
Employees10
Clients--
DateJan 2005
Total AUM$45M
Discretionary$3.5M
Non-Disc.$41.5M
Employees10
Clients--
DateJul 2004
Total AUM$45M
Discretionary$3.5M
Non-Disc.$41.5M
Employees10
Clients--
DateJul 2004
Total AUM$45M
Discretionary$3.5M
Non-Disc.$41.5M
Employees10
Clients--
DateJun 2004
Total AUM$45M
Discretionary$3.5M
Non-Disc.$41.5M
Employees10
Clients--