DUPREE FINANCIAL GROUP, LLC
CRD #131091 SEC #801-71497 LEXINGTON, KY 859-233-0400
SEC Registered
Total AUM
$330.2M
Discretionary
$330.2M
Employees
6
Clients
0
Accounts
1,615
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $330.2M | $330.2M | $0 | 6 | 756 |
| Mar 2024 | $283.3M | $283.3M | $0 | 5 | 752 |
| Feb 2024 | $268.9M | $268.9M | $0 | 5 | 697 |
| Apr 2023 | $268.9M | $268.9M | $0 | 5 | 697 |
| Oct 2022 | $290.7M | $290.7M | $0 | 6 | 684 |
| Sep 2022 | $290.7M | $290.7M | $0 | 6 | 684 |
| Mar 2022 | $290.7M | $290.7M | $0 | 6 | 684 |
| Nov 2021 | $269.3M | $269.3M | $0 | 6 | 965 |
| Mar 2021 | $269.3M | $269.3M | $0 | 6 | 965 |
| Jun 2020 | $268.4M | $268.4M | $0 | 6 | 1,066 |
| Apr 2020 | $268.4M | $268.4M | $0 | 6 | 1,066 |
| May 2019 | $206.7M | $206.7M | $0 | 5 | 682 |
| Mar 2019 | $207.1M | $207.1M | $0 | 5 | 682 |
| Nov 2018 | $213.9M | $213.9M | $0 | 5 | 682 |
| Aug 2018 | $213.9M | $213.9M | $0 | 5 | 682 |
| Mar 2018 | $213.9M | $213.9M | $0 | 5 | 682 |
| Sep 2017 | $179M | $179M | $0 | 5 | 700 |
| Sep 2017 | $179M | $179M | $0 | 5 | 700 |
| Apr 2017 | $179M | $179M | $0 | 5 | 700 |
| Nov 2016 | $156.5M | $156.5M | $0 | 5 | 600 |
| Mar 2016 | $156.5M | $156.5M | $0 | 5 | 600 |
| Feb 2016 | $155.3M | $155.3M | $0 | 5 | 500 |
| Mar 2015 | $155.3M | $155.3M | $0 | 5 | 500 |
| Mar 2014 | $148.1M | $148.1M | $0 | 5 | 500 |
| Jul 2013 | $127M | $127M | $0 | 3 | 400 |
| May 2013 | $125M | $125M | $0 | 4 | 400 |
| Apr 2013 | $125M | $125M | $0 | 4 | 400 |
| Mar 2013 | $125M | $125M | $0 | 4 | 400 |
| Jan 2013 | $90M | $90M | $0 | 4 | 300 |
| Aug 2012 | $90M | $90M | $0 | 1 | 300 |
| Jun 2012 | $90M | $90M | $0 | 1 | 300 |
| Mar 2012 | $90M | $90M | $0 | 1 | 300 |
| Nov 2011 | $70.8M | $70.8M | $0 | 1 | 300 |
| Jun 2011 | $70.8M | $70.8M | $0 | 5 | -- |
| May 2011 | $70.8M | $70.8M | $0 | 5 | -- |
| Sep 2010 | $53.4M | $53.4M | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees6
Clients756
DateMar 2024
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees5
Clients752
DateFeb 2024
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees5
Clients697
DateApr 2023
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees5
Clients697
DateOct 2022
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees6
Clients684
DateSep 2022
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees6
Clients684
DateMar 2022
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees6
Clients684
DateNov 2021
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees6
Clients965
DateMar 2021
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees6
Clients965
DateJun 2020
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees6
Clients1,066
DateApr 2020
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees6
Clients1,066
DateMay 2019
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees5
Clients682
DateMar 2019
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees5
Clients682
DateNov 2018
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees5
Clients682
DateAug 2018
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees5
Clients682
DateMar 2018
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees5
Clients682
DateSep 2017
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees5
Clients700
DateSep 2017
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees5
Clients700
DateApr 2017
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees5
Clients700
DateNov 2016
Total AUM$156.5M
Discretionary$156.5M
Non-Disc.$0
Employees5
Clients600
DateMar 2016
Total AUM$156.5M
Discretionary$156.5M
Non-Disc.$0
Employees5
Clients600
DateFeb 2016
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees5
Clients500
DateMar 2015
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees5
Clients500
DateMar 2014
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees5
Clients500
DateJul 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees3
Clients400
DateMay 2013
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients400
DateApr 2013
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients400
DateMar 2013
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients400
DateJan 2013
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees4
Clients300
DateAug 2012
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees1
Clients300
DateJun 2012
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees1
Clients300
DateNov 2011
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees1
Clients300
DateJun 2011
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--