COULTER & JUSTUS FINANCIAL SERVICES, LLC
Legal name: C & J WEALTH ADVISORS
CRD #133293 SEC #801-63783 KNOXVILLE, TN 865-481-0385
SEC Registered
Total AUM
$269.9M
Discretionary
$264.1M
Employees
6
Clients
1
Accounts
996
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $269.9M | $264.1M | $5.8M | 6 | 8 |
| Nov 2023 | $233.5M | $228.8M | $4.7M | 6 | 6 |
| Mar 2023 | $233.5M | $228.8M | $4.7M | 6 | 6 |
| Mar 2023 | $233.5M | $228.8M | $4.7M | 6 | 6 |
| Aug 2022 | $251.7M | $242.7M | $9M | 5 | 7 |
| Jun 2022 | $251.7M | $242.7M | $9M | 5 | 7 |
| Mar 2022 | $251.7M | $242.7M | $9M | 5 | 7 |
| Sep 2021 | $223.2M | $215.2M | $8M | 4 | 5 |
| Sep 2021 | $223.2M | $215.2M | $8M | 4 | 5 |
| Sep 2021 | $223.2M | $215.2M | $8M | 4 | 5 |
| Apr 2021 | $223.2M | $215.2M | $8M | 4 | 5 |
| Mar 2021 | $223.2M | $215.2M | $8M | 4 | 5 |
| Mar 2021 | $223.2M | $215.2M | $8M | 4 | 5 |
| Jun 2020 | $218.8M | $211.3M | $7.5M | 5 | 3 |
| Jun 2020 | $218.8M | $211.3M | $7.5M | 5 | 3 |
| Mar 2020 | $218.8M | $211.3M | $7.5M | 5 | 3 |
| Mar 2020 | $218.8M | $211.3M | $7.5M | 5 | 3 |
| Mar 2019 | $184.7M | $176.3M | $8.5M | 5 | 5 |
| Jul 2018 | $195.1M | $186.6M | $8.5M | 5 | 5 |
| Apr 2018 | $198.7M | $190.2M | $8.5M | 5 | 5 |
| Mar 2018 | $198.7M | $190.2M | $8.5M | 5 | 5 |
| Feb 2017 | $169M | $162.9M | $6.1M | 4 | 400 |
| Feb 2016 | $157.6M | $157.6M | $0 | 5 | 400 |
| Feb 2016 | $157.6M | $157.6M | $0 | 5 | 400 |
| Jul 2015 | $174.6M | $174.6M | $0 | 4 | 300 |
| Feb 2015 | $174.6M | $174.6M | $0 | 4 | 300 |
| Nov 2014 | $159M | $159M | $0 | 4 | 400 |
| Mar 2014 | $159M | $159M | $0 | 4 | 400 |
| Jan 2013 | $213.4M | $200.4M | $13M | 6 | 529 |
| Jan 2013 | $213.4M | $200.4M | $13M | 6 | 529 |
| Nov 2012 | $139.2M | $132.1M | $7.1M | 7 | 381 |
| Mar 2012 | $139.2M | $132.1M | $7.1M | 6 | 381 |
| Dec 2011 | $133.4M | $131.5M | $1.9M | 6 | 400 |
| Aug 2011 | $133.4M | $131.5M | $1.9M | 10 | -- |
| Mar 2011 | $133.4M | $131.5M | $1.9M | 10 | -- |
| Mar 2010 | $98.7M | $98.7M | $0 | 5 | -- |
| Mar 2009 | $85.4M | $85.4M | $0 | 5 | -- |
| Mar 2008 | $113.7M | $113.7M | $0 | 5 | -- |
| Mar 2008 | $113.7M | $113.7M | $0 | 5 | -- |
| Oct 2007 | $90.6M | $90.6M | $0 | 5 | -- |
| Aug 2007 | $90.6M | $90.6M | $0 | 5 | -- |
| Mar 2007 | $90.6M | $90.6M | $0 | 5 | -- |
| Mar 2006 | $79.4M | $79.4M | $0 | 5 | -- |
| Sep 2005 | $47.1M | $47.1M | $0 | 5 | -- |
DateMar 2024
Total AUM$269.9M
Discretionary$264.1M
Non-Disc.$5.8M
Employees6
Clients8
DateNov 2023
Total AUM$233.5M
Discretionary$228.8M
Non-Disc.$4.7M
Employees6
Clients6
DateMar 2023
Total AUM$233.5M
Discretionary$228.8M
Non-Disc.$4.7M
Employees6
Clients6
DateMar 2023
Total AUM$233.5M
Discretionary$228.8M
Non-Disc.$4.7M
Employees6
Clients6
DateAug 2022
Total AUM$251.7M
Discretionary$242.7M
Non-Disc.$9M
Employees5
Clients7
DateJun 2022
Total AUM$251.7M
Discretionary$242.7M
Non-Disc.$9M
Employees5
Clients7
DateMar 2022
Total AUM$251.7M
Discretionary$242.7M
Non-Disc.$9M
Employees5
Clients7
DateSep 2021
Total AUM$223.2M
Discretionary$215.2M
Non-Disc.$8M
Employees4
Clients5
DateSep 2021
Total AUM$223.2M
Discretionary$215.2M
Non-Disc.$8M
Employees4
Clients5
DateSep 2021
Total AUM$223.2M
Discretionary$215.2M
Non-Disc.$8M
Employees4
Clients5
DateApr 2021
Total AUM$223.2M
Discretionary$215.2M
Non-Disc.$8M
Employees4
Clients5
DateMar 2021
Total AUM$223.2M
Discretionary$215.2M
Non-Disc.$8M
Employees4
Clients5
DateMar 2021
Total AUM$223.2M
Discretionary$215.2M
Non-Disc.$8M
Employees4
Clients5
DateJun 2020
Total AUM$218.8M
Discretionary$211.3M
Non-Disc.$7.5M
Employees5
Clients3
DateJun 2020
Total AUM$218.8M
Discretionary$211.3M
Non-Disc.$7.5M
Employees5
Clients3
DateMar 2020
Total AUM$218.8M
Discretionary$211.3M
Non-Disc.$7.5M
Employees5
Clients3
DateMar 2020
Total AUM$218.8M
Discretionary$211.3M
Non-Disc.$7.5M
Employees5
Clients3
DateMar 2019
Total AUM$184.7M
Discretionary$176.3M
Non-Disc.$8.5M
Employees5
Clients5
DateJul 2018
Total AUM$195.1M
Discretionary$186.6M
Non-Disc.$8.5M
Employees5
Clients5
DateApr 2018
Total AUM$198.7M
Discretionary$190.2M
Non-Disc.$8.5M
Employees5
Clients5
DateMar 2018
Total AUM$198.7M
Discretionary$190.2M
Non-Disc.$8.5M
Employees5
Clients5
DateFeb 2017
Total AUM$169M
Discretionary$162.9M
Non-Disc.$6.1M
Employees4
Clients400
DateFeb 2016
Total AUM$157.6M
Discretionary$157.6M
Non-Disc.$0
Employees5
Clients400
DateFeb 2016
Total AUM$157.6M
Discretionary$157.6M
Non-Disc.$0
Employees5
Clients400
DateJul 2015
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees4
Clients300
DateFeb 2015
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees4
Clients300
DateNov 2014
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees4
Clients400
DateMar 2014
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees4
Clients400
DateJan 2013
Total AUM$213.4M
Discretionary$200.4M
Non-Disc.$13M
Employees6
Clients529
DateJan 2013
Total AUM$213.4M
Discretionary$200.4M
Non-Disc.$13M
Employees6
Clients529
DateNov 2012
Total AUM$139.2M
Discretionary$132.1M
Non-Disc.$7.1M
Employees7
Clients381
DateMar 2012
Total AUM$139.2M
Discretionary$132.1M
Non-Disc.$7.1M
Employees6
Clients381
DateDec 2011
Total AUM$133.4M
Discretionary$131.5M
Non-Disc.$1.9M
Employees6
Clients400
DateAug 2011
Total AUM$133.4M
Discretionary$131.5M
Non-Disc.$1.9M
Employees10
Clients--
DateMar 2011
Total AUM$133.4M
Discretionary$131.5M
Non-Disc.$1.9M
Employees10
Clients--
DateMar 2010
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$85.4M
Discretionary$85.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$47.1M
Discretionary$47.1M
Non-Disc.$0
Employees5
Clients--