SEARLE & CO.
CRD #13035 SEC #801-68574 GREENWICH, CT 203-869-4800
SEC Registered Broker-Dealer Disclosures
Total AUM
$629.9M
Discretionary
$601.1M
Employees
13
Clients
--
Accounts
129
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $629.9M | $601.1M | $28.8M | 13 | 0 |
| Jun 2025 | $649M | $621.3M | $27.6M | 11 | 0 |
| Jun 2025 | $649M | $621.3M | $27.6M | 11 | 0 |
| Nov 2024 | $649M | $621.3M | $27.6M | 11 | 0 |
| Oct 2024 | $397.4M | $375.6M | $21.8M | 12 | 0 |
| Nov 2023 | $397.4M | $375.6M | $21.8M | 12 | 0 |
| Mar 2023 | $402.8M | $375M | $27.7M | 12 | 0 |
| Dec 2022 | $402.8M | $375M | $27.7M | 12 | 0 |
| Nov 2021 | $363.2M | $335.6M | $27.6M | 12 | 0 |
| Oct 2021 | $305.4M | $282.3M | $23.2M | 12 | 0 |
| Jun 2021 | $305.4M | $282.3M | $23.2M | 12 | 0 |
| Mar 2021 | $305.4M | $282.3M | $23.2M | 12 | 0 |
| Feb 2021 | $305.4M | $282.3M | $23.2M | 12 | 0 |
| Dec 2020 | $305.4M | $282.3M | $23.2M | 12 | 0 |
| Jun 2020 | $275.7M | $251.5M | $24.2M | 12 | 0 |
| Jun 2020 | $275.7M | $251.5M | $24.2M | 12 | 0 |
| May 2020 | $275.7M | $251.5M | $24.2M | 12 | 0 |
| May 2020 | $275.7M | $251.5M | $24.2M | 12 | 0 |
| Apr 2020 | $275.7M | $251.5M | $24.2M | 12 | 0 |
| Mar 2020 | $275.7M | $251.5M | $24.2M | 12 | 0 |
| Dec 2019 | $275.7M | $251.5M | $24.2M | 12 | 0 |
| Nov 2018 | $337.1M | $330.3M | $6.8M | 8 | 0 |
| Dec 2017 | $306.4M | $216.8M | $89.6M | 12 | 0 |
| Nov 2016 | $275.6M | $192.1M | $83.5M | 10 | 26 |
| Oct 2016 | $270.4M | $264.5M | $5.9M | 13 | 26 |
| Apr 2016 | $270.4M | $264.5M | $5.9M | 13 | 26 |
| Nov 2015 | $270.4M | $264.5M | $5.9M | 13 | 26 |
| Oct 2015 | $270.4M | $264.5M | $5.9M | 13 | 26 |
| Jul 2015 | $306M | $300M | $6M | 14 | 26 |
| Dec 2014 | $306M | $300M | $6M | 14 | 26 |
| Nov 2013 | $246.5M | $238M | $8.5M | 14 | 26 |
| Nov 2013 | $246.5M | $238M | $8.5M | 14 | 26 |
| Dec 2012 | $199.4M | $194.2M | $5.2M | 14 | 11 |
| Mar 2012 | $144.4M | $144.4M | $0 | 6 | 11 |
| Dec 2011 | $125.8M | $125.8M | $0 | 6 | 11 |
| Oct 2010 | $56M | $56M | $0 | 10 | -- |
| Jan 2010 | $50M | $50M | $0 | 10 | -- |
| Nov 2007 | $68.2M | $68.2M | $0 | -- | -- |
DateDec 2025
Total AUM$629.9M
Discretionary$601.1M
Non-Disc.$28.8M
Employees13
Clients0
DateJun 2025
Total AUM$649M
Discretionary$621.3M
Non-Disc.$27.6M
Employees11
Clients0
DateJun 2025
Total AUM$649M
Discretionary$621.3M
Non-Disc.$27.6M
Employees11
Clients0
DateNov 2024
Total AUM$649M
Discretionary$621.3M
Non-Disc.$27.6M
Employees11
Clients0
DateOct 2024
Total AUM$397.4M
Discretionary$375.6M
Non-Disc.$21.8M
Employees12
Clients0
DateNov 2023
Total AUM$397.4M
Discretionary$375.6M
Non-Disc.$21.8M
Employees12
Clients0
DateMar 2023
Total AUM$402.8M
Discretionary$375M
Non-Disc.$27.7M
Employees12
Clients0
DateDec 2022
Total AUM$402.8M
Discretionary$375M
Non-Disc.$27.7M
Employees12
Clients0
DateNov 2021
Total AUM$363.2M
Discretionary$335.6M
Non-Disc.$27.6M
Employees12
Clients0
DateOct 2021
Total AUM$305.4M
Discretionary$282.3M
Non-Disc.$23.2M
Employees12
Clients0
DateJun 2021
Total AUM$305.4M
Discretionary$282.3M
Non-Disc.$23.2M
Employees12
Clients0
DateMar 2021
Total AUM$305.4M
Discretionary$282.3M
Non-Disc.$23.2M
Employees12
Clients0
DateFeb 2021
Total AUM$305.4M
Discretionary$282.3M
Non-Disc.$23.2M
Employees12
Clients0
DateDec 2020
Total AUM$305.4M
Discretionary$282.3M
Non-Disc.$23.2M
Employees12
Clients0
DateJun 2020
Total AUM$275.7M
Discretionary$251.5M
Non-Disc.$24.2M
Employees12
Clients0
DateJun 2020
Total AUM$275.7M
Discretionary$251.5M
Non-Disc.$24.2M
Employees12
Clients0
DateMay 2020
Total AUM$275.7M
Discretionary$251.5M
Non-Disc.$24.2M
Employees12
Clients0
DateMay 2020
Total AUM$275.7M
Discretionary$251.5M
Non-Disc.$24.2M
Employees12
Clients0
DateApr 2020
Total AUM$275.7M
Discretionary$251.5M
Non-Disc.$24.2M
Employees12
Clients0
DateMar 2020
Total AUM$275.7M
Discretionary$251.5M
Non-Disc.$24.2M
Employees12
Clients0
DateDec 2019
Total AUM$275.7M
Discretionary$251.5M
Non-Disc.$24.2M
Employees12
Clients0
DateNov 2018
Total AUM$337.1M
Discretionary$330.3M
Non-Disc.$6.8M
Employees8
Clients0
DateDec 2017
Total AUM$306.4M
Discretionary$216.8M
Non-Disc.$89.6M
Employees12
Clients0
DateNov 2016
Total AUM$275.6M
Discretionary$192.1M
Non-Disc.$83.5M
Employees10
Clients26
DateOct 2016
Total AUM$270.4M
Discretionary$264.5M
Non-Disc.$5.9M
Employees13
Clients26
DateApr 2016
Total AUM$270.4M
Discretionary$264.5M
Non-Disc.$5.9M
Employees13
Clients26
DateNov 2015
Total AUM$270.4M
Discretionary$264.5M
Non-Disc.$5.9M
Employees13
Clients26
DateOct 2015
Total AUM$270.4M
Discretionary$264.5M
Non-Disc.$5.9M
Employees13
Clients26
DateJul 2015
Total AUM$306M
Discretionary$300M
Non-Disc.$6M
Employees14
Clients26
DateDec 2014
Total AUM$306M
Discretionary$300M
Non-Disc.$6M
Employees14
Clients26
DateNov 2013
Total AUM$246.5M
Discretionary$238M
Non-Disc.$8.5M
Employees14
Clients26
DateNov 2013
Total AUM$246.5M
Discretionary$238M
Non-Disc.$8.5M
Employees14
Clients26
DateDec 2012
Total AUM$199.4M
Discretionary$194.2M
Non-Disc.$5.2M
Employees14
Clients11
DateMar 2012
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees6
Clients11
DateDec 2011
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees6
Clients11
DateOct 2010
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees--
Clients--