PARATUS FINANCIAL, INC.
CRD #133361 SEC #801-63703 DALLAS, TX 214-378-7400
SEC Registered
Total AUM
$701.3M
Discretionary
$244.5M
Employees
7
Clients
51
Accounts
674
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $701.3M | $244.5M | $456.8M | 7 | 19 |
| Mar 2024 | $619.6M | $202.4M | $417.3M | 7 | 23 |
| Mar 2023 | $511.4M | $131.6M | $379.8M | 7 | 24 |
| Nov 2022 | $494.2M | $294.4M | $199.8M | 8 | 111 |
| May 2022 | $494.2M | $294.4M | $199.8M | 8 | 111 |
| Mar 2022 | $494.2M | $294.4M | $199.8M | 8 | 111 |
| Nov 2021 | $543.3M | $351.1M | $192.2M | 8 | 0 |
| Aug 2021 | $1.8B | $221.6M | $1.6B | 8 | 138 |
| Mar 2021 | $1.8B | $221.6M | $1.6B | 8 | 138 |
| Mar 2021 | $1.5B | $120M | $1.4B | 8 | 139 |
| Mar 2020 | $1.5B | $120M | $1.4B | 8 | 139 |
| Mar 2019 | $1.7B | $185.7M | $1.5B | 8 | 177 |
| Mar 2018 | $1.5B | $185.7M | $1.3B | 8 | 200 |
| Oct 2017 | $1.5B | $170.1M | $1.3B | 7 | 200 |
| Mar 2017 | $1.5B | $170.1M | $1.3B | 7 | 200 |
| Mar 2016 | $1.4B | $165M | $1.3B | 6 | 180 |
| Apr 2015 | $1.4B | $148.5M | $1.3B | 6 | 160 |
| Apr 2014 | $1.2B | $74.5M | $1.1B | 7 | 160 |
| Oct 2013 | $1.2B | $74.5M | $1.1B | 8 | 160 |
| May 2013 | $1.1B | $130M | $947M | 8 | 160 |
| Apr 2013 | $1.1B | $130M | $947M | 8 | 160 |
| Apr 2012 | $900M | $100M | $800M | 6 | 120 |
| Mar 2011 | $300M | $0 | $300M | 10 | -- |
| Mar 2010 | $300M | $0 | $300M | 10 | -- |
| Jan 2006 | $250M | $0 | $250M | 5 | -- |
| Sep 2005 | $250M | $0 | $250M | 5 | -- |
DateMar 2025
Total AUM$701.3M
Discretionary$244.5M
Non-Disc.$456.8M
Employees7
Clients19
DateMar 2024
Total AUM$619.6M
Discretionary$202.4M
Non-Disc.$417.3M
Employees7
Clients23
DateMar 2023
Total AUM$511.4M
Discretionary$131.6M
Non-Disc.$379.8M
Employees7
Clients24
DateNov 2022
Total AUM$494.2M
Discretionary$294.4M
Non-Disc.$199.8M
Employees8
Clients111
DateMay 2022
Total AUM$494.2M
Discretionary$294.4M
Non-Disc.$199.8M
Employees8
Clients111
DateMar 2022
Total AUM$494.2M
Discretionary$294.4M
Non-Disc.$199.8M
Employees8
Clients111
DateNov 2021
Total AUM$543.3M
Discretionary$351.1M
Non-Disc.$192.2M
Employees8
Clients0
DateAug 2021
Total AUM$1.8B
Discretionary$221.6M
Non-Disc.$1.6B
Employees8
Clients138
DateMar 2021
Total AUM$1.8B
Discretionary$221.6M
Non-Disc.$1.6B
Employees8
Clients138
DateMar 2021
Total AUM$1.5B
Discretionary$120M
Non-Disc.$1.4B
Employees8
Clients139
DateMar 2020
Total AUM$1.5B
Discretionary$120M
Non-Disc.$1.4B
Employees8
Clients139
DateMar 2019
Total AUM$1.7B
Discretionary$185.7M
Non-Disc.$1.5B
Employees8
Clients177
DateMar 2018
Total AUM$1.5B
Discretionary$185.7M
Non-Disc.$1.3B
Employees8
Clients200
DateOct 2017
Total AUM$1.5B
Discretionary$170.1M
Non-Disc.$1.3B
Employees7
Clients200
DateMar 2017
Total AUM$1.5B
Discretionary$170.1M
Non-Disc.$1.3B
Employees7
Clients200
DateMar 2016
Total AUM$1.4B
Discretionary$165M
Non-Disc.$1.3B
Employees6
Clients180
DateApr 2015
Total AUM$1.4B
Discretionary$148.5M
Non-Disc.$1.3B
Employees6
Clients160
DateApr 2014
Total AUM$1.2B
Discretionary$74.5M
Non-Disc.$1.1B
Employees7
Clients160
DateOct 2013
Total AUM$1.2B
Discretionary$74.5M
Non-Disc.$1.1B
Employees8
Clients160
DateMay 2013
Total AUM$1.1B
Discretionary$130M
Non-Disc.$947M
Employees8
Clients160
DateApr 2013
Total AUM$1.1B
Discretionary$130M
Non-Disc.$947M
Employees8
Clients160
DateApr 2012
Total AUM$900M
Discretionary$100M
Non-Disc.$800M
Employees6
Clients120
DateMar 2011
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees10
Clients--
DateMar 2010
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees10
Clients--
DateJan 2006
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients--
DateSep 2005
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients--