CATAWBA RIVER CAPITAL
CRD #134217 SEC #801-113237 LAKE WYLIE, SC 803-831-0911
SEC Registered
Total AUM
$262.4M
Discretionary
$232.5M
Employees
4
Clients
101
Accounts
837
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $262.4M | $232.5M | $29.9M | 4 | 0 |
| Mar 2025 | $262.4M | $232.5M | $29.9M | 4 | 0 |
| Mar 2024 | $235.1M | $225.6M | $9.4M | 4 | 0 |
| Mar 2023 | $206.6M | $199.8M | $6.8M | 6 | 0 |
| Feb 2022 | $238.9M | $230.6M | $8.3M | 5 | 0 |
| May 2021 | $197.9M | $177.7M | $20.2M | 5 | 0 |
| Feb 2021 | $197.9M | $177.7M | $20.2M | 5 | 0 |
| Feb 2021 | $197.9M | $177.7M | $20.2M | 5 | 0 |
| Feb 2021 | $197.9M | $177.7M | $20.2M | 5 | 0 |
| Jan 2021 | $145M | $136.1M | $8.9M | 5 | 0 |
| Jan 2021 | $145M | $136.1M | $8.9M | 6 | 0 |
| Jan 2021 | $145M | $136.1M | $8.9M | 5 | 0 |
| Dec 2020 | $145M | $136.1M | $8.9M | 5 | 0 |
| Jun 2020 | $145M | $136.1M | $8.9M | 4 | 0 |
| Feb 2020 | $145M | $136.1M | $8.9M | 4 | 0 |
| Feb 2020 | $145M | $136.1M | $8.9M | 4 | 0 |
| Aug 2019 | $119.1M | $106.3M | $12.7M | 4 | 0 |
| Mar 2019 | $119.1M | $106.3M | $12.7M | 4 | 0 |
| Mar 2019 | $119.1M | $106.3M | $12.7M | 4 | 0 |
| Mar 2019 | $119.1M | $106.3M | $12.7M | 4 | 0 |
| Jun 2018 | $120.1M | $113.3M | $6.8M | 4 | 0 |
| May 2018 | $120.1M | $113.3M | $6.8M | 4 | 0 |
| May 2018 | $120.1M | $113.3M | $6.8M | 4 | 0 |
| Apr 2018 | $120.1M | $113.3M | $6.8M | 4 | 0 |
| Apr 2018 | $120.1M | $113.3M | $6.8M | 4 | 0 |
| Apr 2018 | $120.1M | $113.3M | $6.8M | 4 | 0 |
| Jun 2012 | $39.1M | $34.4M | $4.6M | 1 | 26 |
| Apr 2012 | $39.1M | $34.4M | $4.6M | 1 | 26 |
| Mar 2012 | $39.1M | $34.4M | $4.6M | 1 | 26 |
| Sep 2011 | $48.2M | $41M | $7.2M | 5 | -- |
| Jan 2011 | $48.2M | $41M | $7.2M | 5 | -- |
| Mar 2007 | $34M | $27.1M | $6.9M | 5 | -- |
| Dec 2006 | $30.2M | $24.4M | $5.8M | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$262.4M
Discretionary$232.5M
Non-Disc.$29.9M
Employees4
Clients0
DateMar 2025
Total AUM$262.4M
Discretionary$232.5M
Non-Disc.$29.9M
Employees4
Clients0
DateMar 2024
Total AUM$235.1M
Discretionary$225.6M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2023
Total AUM$206.6M
Discretionary$199.8M
Non-Disc.$6.8M
Employees6
Clients0
DateFeb 2022
Total AUM$238.9M
Discretionary$230.6M
Non-Disc.$8.3M
Employees5
Clients0
DateMay 2021
Total AUM$197.9M
Discretionary$177.7M
Non-Disc.$20.2M
Employees5
Clients0
DateFeb 2021
Total AUM$197.9M
Discretionary$177.7M
Non-Disc.$20.2M
Employees5
Clients0
DateFeb 2021
Total AUM$197.9M
Discretionary$177.7M
Non-Disc.$20.2M
Employees5
Clients0
DateFeb 2021
Total AUM$197.9M
Discretionary$177.7M
Non-Disc.$20.2M
Employees5
Clients0
DateJan 2021
Total AUM$145M
Discretionary$136.1M
Non-Disc.$8.9M
Employees5
Clients0
DateJan 2021
Total AUM$145M
Discretionary$136.1M
Non-Disc.$8.9M
Employees6
Clients0
DateJan 2021
Total AUM$145M
Discretionary$136.1M
Non-Disc.$8.9M
Employees5
Clients0
DateDec 2020
Total AUM$145M
Discretionary$136.1M
Non-Disc.$8.9M
Employees5
Clients0
DateJun 2020
Total AUM$145M
Discretionary$136.1M
Non-Disc.$8.9M
Employees4
Clients0
DateFeb 2020
Total AUM$145M
Discretionary$136.1M
Non-Disc.$8.9M
Employees4
Clients0
DateFeb 2020
Total AUM$145M
Discretionary$136.1M
Non-Disc.$8.9M
Employees4
Clients0
DateAug 2019
Total AUM$119.1M
Discretionary$106.3M
Non-Disc.$12.7M
Employees4
Clients0
DateMar 2019
Total AUM$119.1M
Discretionary$106.3M
Non-Disc.$12.7M
Employees4
Clients0
DateMar 2019
Total AUM$119.1M
Discretionary$106.3M
Non-Disc.$12.7M
Employees4
Clients0
DateMar 2019
Total AUM$119.1M
Discretionary$106.3M
Non-Disc.$12.7M
Employees4
Clients0
DateJun 2018
Total AUM$120.1M
Discretionary$113.3M
Non-Disc.$6.8M
Employees4
Clients0
DateMay 2018
Total AUM$120.1M
Discretionary$113.3M
Non-Disc.$6.8M
Employees4
Clients0
DateMay 2018
Total AUM$120.1M
Discretionary$113.3M
Non-Disc.$6.8M
Employees4
Clients0
DateApr 2018
Total AUM$120.1M
Discretionary$113.3M
Non-Disc.$6.8M
Employees4
Clients0
DateApr 2018
Total AUM$120.1M
Discretionary$113.3M
Non-Disc.$6.8M
Employees4
Clients0
DateApr 2018
Total AUM$120.1M
Discretionary$113.3M
Non-Disc.$6.8M
Employees4
Clients0
DateJun 2012
Total AUM$39.1M
Discretionary$34.4M
Non-Disc.$4.6M
Employees1
Clients26
DateApr 2012
Total AUM$39.1M
Discretionary$34.4M
Non-Disc.$4.6M
Employees1
Clients26
DateMar 2012
Total AUM$39.1M
Discretionary$34.4M
Non-Disc.$4.6M
Employees1
Clients26
DateSep 2011
Total AUM$48.2M
Discretionary$41M
Non-Disc.$7.2M
Employees5
Clients--
DateJan 2011
Total AUM$48.2M
Discretionary$41M
Non-Disc.$7.2M
Employees5
Clients--
DateMar 2007
Total AUM$34M
Discretionary$27.1M
Non-Disc.$6.9M
Employees5
Clients--
DateDec 2006
Total AUM$30.2M
Discretionary$24.4M
Non-Disc.$5.8M
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--