MAXIM CAPITAL MANAGEMENT LLC
Legal name: WORLDVIEW WEALTH ADVISORS
CRD #138891 SEC #801-108479 SAN FRANCISCO, CA 451 617-4145
SEC Registered
Total AUM
$139.6M
Discretionary
$139.6M
Employees
5
Clients
11
Accounts
112
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $139.6M | $139.6M | $0 | 5 | 0 |
| Mar 2020 | $139.6M | $139.6M | $0 | 5 | 0 |
| Dec 2019 | $140.7M | $140.7M | $0 | 5 | 7 |
| Jul 2019 | $120M | $117.7M | $2.3M | 4 | 7 |
| Mar 2019 | $120M | $117.7M | $2.3M | 4 | 7 |
| May 2018 | $123.3M | $120M | $3.3M | 4 | 8 |
| Mar 2018 | $123.3M | $120M | $3.3M | 4 | 8 |
| Jul 2017 | $102.6M | $98.1M | $4.5M | 4 | 100 |
| Sep 2016 | $102.6M | $98.1M | $4.5M | 4 | 100 |
| Jun 2012 | $57.8M | $56.6M | $1.2M | 1 | 26 |
| Apr 2012 | $62M | $61M | $1M | 1 | 26 |
| Feb 2012 | $62M | $61M | $1M | 1 | 26 |
| Jan 2012 | $62M | $61M | $1M | 1 | 26 |
| Dec 2011 | $50.5M | $50.5M | $0 | 1 | 26 |
| Nov 2011 | $50.5M | $50.5M | $0 | 1 | 26 |
| Jan 2007 | $45M | $45M | $0 | 5 | -- |
DateJun 2020
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees5
Clients7
DateJul 2019
Total AUM$120M
Discretionary$117.7M
Non-Disc.$2.3M
Employees4
Clients7
DateMar 2019
Total AUM$120M
Discretionary$117.7M
Non-Disc.$2.3M
Employees4
Clients7
DateMay 2018
Total AUM$123.3M
Discretionary$120M
Non-Disc.$3.3M
Employees4
Clients8
DateMar 2018
Total AUM$123.3M
Discretionary$120M
Non-Disc.$3.3M
Employees4
Clients8
DateJul 2017
Total AUM$102.6M
Discretionary$98.1M
Non-Disc.$4.5M
Employees4
Clients100
DateSep 2016
Total AUM$102.6M
Discretionary$98.1M
Non-Disc.$4.5M
Employees4
Clients100
DateJun 2012
Total AUM$57.8M
Discretionary$56.6M
Non-Disc.$1.2M
Employees1
Clients26
DateApr 2012
Total AUM$62M
Discretionary$61M
Non-Disc.$1M
Employees1
Clients26
DateFeb 2012
Total AUM$62M
Discretionary$61M
Non-Disc.$1M
Employees1
Clients26
DateJan 2012
Total AUM$62M
Discretionary$61M
Non-Disc.$1M
Employees1
Clients26
DateDec 2011
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2007
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--