JOHN D. DOVICH & ASSOCIATES, LLC
CRD #120458 SEC #801-62184 CINCINNATI, OH 513-579-9400
SEC Registered Private Funds
Total AUM
$546M
Discretionary
$465.8M
Employees
13
Clients
251
Accounts
2,116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $546M | $465.8M | $80.2M | 13 | 0 |
| Feb 2019 | $546M | $465.8M | $80.2M | 13 | 0 |
| Nov 2018 | $509M | $417.9M | $91.1M | 14 | 0 |
| Nov 2018 | $509M | $417.9M | $91.1M | 14 | 0 |
| Mar 2018 | $509M | $417.9M | $91.1M | 14 | 0 |
| Nov 2017 | $471M | $391.7M | $79.3M | 13 | 447 |
| Apr 2017 | $394M | $316.9M | $77.1M | 14 | 400 |
| Mar 2017 | $394M | $316.9M | $77.1M | 14 | 400 |
| Jun 2016 | $343.6M | $244.6M | $99.1M | 10 | 300 |
| Mar 2016 | $343.6M | $244.6M | $99.1M | 10 | 300 |
| Mar 2015 | $330.6M | $0 | $330.6M | 10 | 300 |
| Jan 2015 | $330.6M | $0 | $330.6M | 10 | 300 |
| May 2014 | $306M | $0 | $306M | 10 | 300 |
| Mar 2014 | $306M | $0 | $306M | 10 | 300 |
| Sep 2013 | $236.2M | $0 | $236.2M | 9 | 200 |
| Sep 2013 | $236.2M | $0 | $236.2M | 9 | 200 |
| Jun 2013 | $236.2M | $0 | $236.2M | 9 | 200 |
| May 2013 | $236.2M | $0 | $236.2M | 9 | 200 |
| Mar 2013 | $236.2M | $0 | $236.2M | 9 | 200 |
| Mar 2012 | $200.5M | $0 | $200.5M | 6 | 200 |
| Mar 2011 | $199.5M | $0 | $199.5M | 10 | -- |
| Mar 2008 | $181.1M | $0 | $181.1M | 10 | -- |
| Mar 2007 | $167.4M | $0 | $167.4M | 10 | -- |
| Mar 2006 | $113.6M | $0 | $113.6M | 10 | -- |
| Jun 2004 | $52.3M | $0 | $52.3M | 10 | -- |
| Dec 2003 | $52.3M | $0 | $52.3M | 10 | -- |
DateMar 2019
Total AUM$546M
Discretionary$465.8M
Non-Disc.$80.2M
Employees13
Clients0
DateFeb 2019
Total AUM$546M
Discretionary$465.8M
Non-Disc.$80.2M
Employees13
Clients0
DateNov 2018
Total AUM$509M
Discretionary$417.9M
Non-Disc.$91.1M
Employees14
Clients0
DateNov 2018
Total AUM$509M
Discretionary$417.9M
Non-Disc.$91.1M
Employees14
Clients0
DateMar 2018
Total AUM$509M
Discretionary$417.9M
Non-Disc.$91.1M
Employees14
Clients0
DateNov 2017
Total AUM$471M
Discretionary$391.7M
Non-Disc.$79.3M
Employees13
Clients447
DateApr 2017
Total AUM$394M
Discretionary$316.9M
Non-Disc.$77.1M
Employees14
Clients400
DateMar 2017
Total AUM$394M
Discretionary$316.9M
Non-Disc.$77.1M
Employees14
Clients400
DateJun 2016
Total AUM$343.6M
Discretionary$244.6M
Non-Disc.$99.1M
Employees10
Clients300
DateMar 2016
Total AUM$343.6M
Discretionary$244.6M
Non-Disc.$99.1M
Employees10
Clients300
DateMar 2015
Total AUM$330.6M
Discretionary$0
Non-Disc.$330.6M
Employees10
Clients300
DateJan 2015
Total AUM$330.6M
Discretionary$0
Non-Disc.$330.6M
Employees10
Clients300
DateMay 2014
Total AUM$306M
Discretionary$0
Non-Disc.$306M
Employees10
Clients300
DateMar 2014
Total AUM$306M
Discretionary$0
Non-Disc.$306M
Employees10
Clients300
DateSep 2013
Total AUM$236.2M
Discretionary$0
Non-Disc.$236.2M
Employees9
Clients200
DateSep 2013
Total AUM$236.2M
Discretionary$0
Non-Disc.$236.2M
Employees9
Clients200
DateJun 2013
Total AUM$236.2M
Discretionary$0
Non-Disc.$236.2M
Employees9
Clients200
DateMay 2013
Total AUM$236.2M
Discretionary$0
Non-Disc.$236.2M
Employees9
Clients200
DateMar 2013
Total AUM$236.2M
Discretionary$0
Non-Disc.$236.2M
Employees9
Clients200
DateMar 2012
Total AUM$200.5M
Discretionary$0
Non-Disc.$200.5M
Employees6
Clients200
DateMar 2011
Total AUM$199.5M
Discretionary$0
Non-Disc.$199.5M
Employees10
Clients--
DateMar 2008
Total AUM$181.1M
Discretionary$0
Non-Disc.$181.1M
Employees10
Clients--
DateMar 2007
Total AUM$167.4M
Discretionary$0
Non-Disc.$167.4M
Employees10
Clients--
DateMar 2006
Total AUM$113.6M
Discretionary$0
Non-Disc.$113.6M
Employees10
Clients--
DateJun 2004
Total AUM$52.3M
Discretionary$0
Non-Disc.$52.3M
Employees10
Clients--
DateDec 2003
Total AUM$52.3M
Discretionary$0
Non-Disc.$52.3M
Employees10
Clients--