SPICEWOOD OAKS ADVISORS, INC.
Legal name: COUCH HALLUM FINANCIAL GROUP
CRD #140136 SEC #801-79348 AUSTIN, TX 512-527-8411
SEC Registered
Total AUM
$194.5M
Discretionary
$193.3M
Employees
5
Clients
251
Accounts
825
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $194.5M | $193.3M | $1.2M | 5 | 300 |
| Nov 2016 | $172.6M | $171.4M | $1.2M | 5 | 300 |
| Mar 2016 | $172.6M | $171.4M | $1.2M | 5 | 300 |
| Mar 2016 | $172.6M | $171.4M | $1.2M | 5 | 300 |
| Aug 2015 | $165.2M | $163.8M | $1.4M | 7 | 300 |
| Apr 2015 | $165.2M | $163.8M | $1.4M | 7 | 300 |
| Mar 2015 | $165.2M | $163.8M | $1.4M | 7 | 300 |
| May 2014 | $139.7M | $138.3M | $1.4M | 6 | 314 |
| Mar 2014 | $139.7M | $138.3M | $1.4M | 6 | 314 |
DateMar 2017
Total AUM$194.5M
Discretionary$193.3M
Non-Disc.$1.2M
Employees5
Clients300
DateNov 2016
Total AUM$172.6M
Discretionary$171.4M
Non-Disc.$1.2M
Employees5
Clients300
DateMar 2016
Total AUM$172.6M
Discretionary$171.4M
Non-Disc.$1.2M
Employees5
Clients300
DateMar 2016
Total AUM$172.6M
Discretionary$171.4M
Non-Disc.$1.2M
Employees5
Clients300
DateAug 2015
Total AUM$165.2M
Discretionary$163.8M
Non-Disc.$1.4M
Employees7
Clients300
DateApr 2015
Total AUM$165.2M
Discretionary$163.8M
Non-Disc.$1.4M
Employees7
Clients300
DateMar 2015
Total AUM$165.2M
Discretionary$163.8M
Non-Disc.$1.4M
Employees7
Clients300
DateMay 2014
Total AUM$139.7M
Discretionary$138.3M
Non-Disc.$1.4M
Employees6
Clients314
DateMar 2014
Total AUM$139.7M
Discretionary$138.3M
Non-Disc.$1.4M
Employees6
Clients314