UMBAUGH CASH ADVISORY SERVICES, LLC
CRD #136904 SEC #801-64788 INDIANAPOLIS, IN 317-465-1500
SEC Registered
Total AUM
$1B
Discretionary
$0
Employees
4
Clients
0
Accounts
63
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $1B | $0 | $1B | 4 | 0 |
| Mar 2018 | $1B | $0 | $1B | 4 | 0 |
| Mar 2017 | $953.1M | $0 | $953.1M | 4 | 26 |
| Mar 2016 | $481.8M | $0 | $481.8M | 3 | 26 |
| Mar 2015 | $446.4M | $0 | $446.4M | 3 | 26 |
| Jan 2015 | $492.5M | $0 | $492.5M | 2 | 26 |
| Dec 2014 | $492.5M | $0 | $492.5M | 2 | 26 |
| Mar 2014 | $492.5M | $0 | $492.5M | 2 | 26 |
| Mar 2013 | $345M | $0 | $345M | 2 | 26 |
| Mar 2012 | $363.4M | $0 | $363.4M | 1 | 26 |
| Mar 2012 | $363.4M | $0 | $363.4M | 1 | 26 |
| Dec 2011 | $327.9M | $0 | $327.9M | 1 | 26 |
| Mar 2011 | $416.6M | $0 | $416.6M | 5 | -- |
| Jan 2010 | $530.1M | $0 | $530.1M | 5 | -- |
| Mar 2009 | $530.1M | $0 | $530.1M | 51 | -- |
| Feb 2009 | $369.9M | $0 | $369.9M | 51 | -- |
| Mar 2008 | $369.9M | $0 | $369.9M | 51 | -- |
| Mar 2007 | $403.8M | $0 | $403.8M | 5 | -- |
| Oct 2005 | $20.4M | $0 | $20.4M | 5 | -- |
| Oct 2005 | $20.4M | $0 | $20.4M | 5 | -- |
| Sep 2005 | $20.4M | $0 | $20.4M | 5 | -- |
DateMar 2019
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees4
Clients0
DateMar 2018
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees4
Clients0
DateMar 2017
Total AUM$953.1M
Discretionary$0
Non-Disc.$953.1M
Employees4
Clients26
DateMar 2016
Total AUM$481.8M
Discretionary$0
Non-Disc.$481.8M
Employees3
Clients26
DateMar 2015
Total AUM$446.4M
Discretionary$0
Non-Disc.$446.4M
Employees3
Clients26
DateJan 2015
Total AUM$492.5M
Discretionary$0
Non-Disc.$492.5M
Employees2
Clients26
DateDec 2014
Total AUM$492.5M
Discretionary$0
Non-Disc.$492.5M
Employees2
Clients26
DateMar 2014
Total AUM$492.5M
Discretionary$0
Non-Disc.$492.5M
Employees2
Clients26
DateMar 2013
Total AUM$345M
Discretionary$0
Non-Disc.$345M
Employees2
Clients26
DateMar 2012
Total AUM$363.4M
Discretionary$0
Non-Disc.$363.4M
Employees1
Clients26
DateMar 2012
Total AUM$363.4M
Discretionary$0
Non-Disc.$363.4M
Employees1
Clients26
DateDec 2011
Total AUM$327.9M
Discretionary$0
Non-Disc.$327.9M
Employees1
Clients26
DateMar 2011
Total AUM$416.6M
Discretionary$0
Non-Disc.$416.6M
Employees5
Clients--
DateJan 2010
Total AUM$530.1M
Discretionary$0
Non-Disc.$530.1M
Employees5
Clients--
DateMar 2009
Total AUM$530.1M
Discretionary$0
Non-Disc.$530.1M
Employees51
Clients--
DateFeb 2009
Total AUM$369.9M
Discretionary$0
Non-Disc.$369.9M
Employees51
Clients--
DateMar 2008
Total AUM$369.9M
Discretionary$0
Non-Disc.$369.9M
Employees51
Clients--
DateMar 2007
Total AUM$403.8M
Discretionary$0
Non-Disc.$403.8M
Employees5
Clients--
DateOct 2005
Total AUM$20.4M
Discretionary$0
Non-Disc.$20.4M
Employees5
Clients--
DateOct 2005
Total AUM$20.4M
Discretionary$0
Non-Disc.$20.4M
Employees5
Clients--
DateSep 2005
Total AUM$20.4M
Discretionary$0
Non-Disc.$20.4M
Employees5
Clients--