CAPITAL ADVISERS, INC.
CRD #118442 SEC #801-63487 RALEIGH, NC 919-865-1930
SEC Registered
Total AUM
$503.5M
Discretionary
$503.5M
Employees
5
Clients
--
Accounts
1,451
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $503.5M | $503.5M | $0 | 5 | 0 |
| Mar 2024 | $560M | $560M | $0 | 3 | 0 |
| Mar 2023 | $360M | $360M | $0 | 2 | 0 |
| Mar 2022 | $431.2M | $431.2M | $0 | 2 | 0 |
| Apr 2021 | $368.1M | $368.1M | $0 | 4 | 0 |
| Jun 2020 | $329M | $329M | $0 | 4 | 0 |
| Feb 2020 | $329M | $329M | $0 | 4 | 0 |
| Feb 2019 | $271M | $271M | $0 | 4 | 0 |
| Nov 2018 | $305M | $305M | $0 | 4 | 0 |
| Nov 2018 | $305M | $305M | $0 | 4 | 0 |
| Feb 2018 | $292.6M | $292.6M | $0 | 5 | 0 |
| Jan 2017 | $253.1M | $253.1M | $0 | 5 | 700 |
| Jan 2016 | $218.4M | $218.4M | $0 | 5 | 700 |
| Nov 2015 | $219.5M | $219.5M | $0 | 5 | 700 |
| Nov 2015 | $219.5M | $219.5M | $0 | 5 | 700 |
| Aug 2015 | $219.5M | $219.5M | $0 | 5 | 700 |
| Jan 2015 | $219.5M | $219.5M | $0 | 5 | 700 |
| Jan 2014 | $225.3M | $225.3M | $0 | 5 | 700 |
| Jan 2013 | $174.5M | $174.5M | $0 | 5 | 700 |
| Apr 2012 | $152.6M | $152.6M | $0 | 1 | 700 |
| Jan 2012 | $152.6M | $152.6M | $0 | 1 | 700 |
| Jun 2011 | $135M | $135M | $0 | 5 | -- |
| Apr 2011 | $135M | $135M | $0 | 5 | -- |
| Jan 2011 | $135M | $135M | $0 | 5 | -- |
| Jan 2008 | $123.2M | $123.2M | $0 | 5 | -- |
| Sep 2007 | $109.9M | $109.9M | $0 | 5 | -- |
| Jan 2007 | $109.9M | $109.9M | $0 | 5 | -- |
| Jan 2007 | $109.9M | $109.9M | $0 | 5 | -- |
| Mar 2006 | $78.7M | $78.7M | $0 | 5 | -- |
| Aug 2004 | $40M | $40M | $0 | 5 | -- |
DateMar 2025
Total AUM$503.5M
Discretionary$503.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$560M
Discretionary$560M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$431.2M
Discretionary$431.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$368.1M
Discretionary$368.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$271M
Discretionary$271M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$253.1M
Discretionary$253.1M
Non-Disc.$0
Employees5
Clients700
DateJan 2016
Total AUM$218.4M
Discretionary$218.4M
Non-Disc.$0
Employees5
Clients700
DateNov 2015
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees5
Clients700
DateNov 2015
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees5
Clients700
DateAug 2015
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees5
Clients700
DateJan 2015
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees5
Clients700
DateJan 2014
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees5
Clients700
DateJan 2013
Total AUM$174.5M
Discretionary$174.5M
Non-Disc.$0
Employees5
Clients700
DateApr 2012
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees1
Clients700
DateJan 2012
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees1
Clients700
DateJun 2011
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$78.7M
Discretionary$78.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--