STATON FINANCIAL ADVISORS, LLC
CRD #120238 SEC #801-96293 CHARLOTTE, NC 704-503-9984
SEC Registered
Total AUM
$113.9M
Discretionary
$113.9M
Employees
4
Clients
--
Accounts
230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $113.9M | $113.9M | $0 | 4 | 100 |
| Feb 2017 | $113.9M | $113.9M | $0 | 4 | 100 |
| Jun 2016 | $99.9M | $99.9M | $0 | 5 | 100 |
| May 2016 | $99.9M | $99.9M | $0 | 5 | 100 |
| Apr 2016 | $99.9M | $99.9M | $0 | 5 | 100 |
| Mar 2016 | $99.9M | $99.9M | $0 | 5 | 100 |
| Aug 2015 | $116.2M | $116.2M | $0 | 4 | 100 |
| Jul 2015 | $116.2M | $116.2M | $0 | 4 | 100 |
| May 2015 | $116.2M | $116.2M | $0 | 4 | 100 |
| Jun 2012 | $72.5M | $72M | $484.3K | 1 | 26 |
| May 2012 | $72.5M | $72M | $484.3K | 1 | 26 |
| Apr 2012 | $72.5M | $72M | $484.3K | 1 | 26 |
| Apr 2012 | $72.5M | $72M | $484.3K | 1 | 26 |
| Mar 2012 | $72.5M | $72M | $484.3K | 1 | 26 |
| Dec 2011 | $58.8M | $58.3M | $500K | 1 | 26 |
| Mar 2011 | $58.8M | $58.3M | $500K | 5 | -- |
| Mar 2008 | $68.5M | $68.5M | $0 | 5 | -- |
| Mar 2007 | $82.2M | $82.2M | $0 | 5 | -- |
| Jan 2006 | $75.9M | $75.9M | $0 | 5 | -- |
| Jan 2005 | $45.4M | $45.4M | $0 | 5 | -- |
| Dec 2004 | $45.4M | $45.4M | $0 | 5 | -- |
| May 2004 | $45.4M | $45.4M | $0 | 5 | -- |
| Mar 2004 | $45.4M | $45.4M | $0 | 5 | -- |
| Oct 2003 | $49.5M | $49.5M | $0 | 5 | -- |
DateMar 2017
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees4
Clients100
DateFeb 2017
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees4
Clients100
DateJun 2016
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees5
Clients100
DateMay 2016
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees5
Clients100
DateApr 2016
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees5
Clients100
DateAug 2015
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients100
DateJul 2015
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients100
DateMay 2015
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients100
DateJun 2012
Total AUM$72.5M
Discretionary$72M
Non-Disc.$484.3K
Employees1
Clients26
DateMay 2012
Total AUM$72.5M
Discretionary$72M
Non-Disc.$484.3K
Employees1
Clients26
DateApr 2012
Total AUM$72.5M
Discretionary$72M
Non-Disc.$484.3K
Employees1
Clients26
DateApr 2012
Total AUM$72.5M
Discretionary$72M
Non-Disc.$484.3K
Employees1
Clients26
DateMar 2012
Total AUM$72.5M
Discretionary$72M
Non-Disc.$484.3K
Employees1
Clients26
DateDec 2011
Total AUM$58.8M
Discretionary$58.3M
Non-Disc.$500K
Employees1
Clients26
DateMar 2011
Total AUM$58.8M
Discretionary$58.3M
Non-Disc.$500K
Employees5
Clients--
DateMar 2008
Total AUM$68.5M
Discretionary$68.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$82.2M
Discretionary$82.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees5
Clients--