STOREHOUSE FINANCIAL LLC
CRD #140738 SEC #801-122416 FORT WORTH, TX 877-305-3233
SEC Registered
Total AUM
$207.9M
Discretionary
$207.9M
Employees
6
Clients
10
Accounts
3,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $207.9M | $207.9M | $0 | 6 | 2 |
| Jul 2025 | $207.9M | $207.9M | $0 | 5 | 2 |
| Jun 2025 | $207.9M | $207.9M | $0 | 3 | 2 |
| Mar 2025 | $207.9M | $207.9M | $0 | 4 | 2 |
| Jul 2024 | $174.1M | $174.1M | $0 | 4 | 2 |
| Mar 2024 | $174.1M | $174.1M | $0 | 4 | 2 |
| Mar 2023 | $133.8M | $133.8M | $0 | 4 | 7 |
| Jul 2022 | $119.6M | $119.6M | $0 | 4 | 7 |
| Mar 2022 | $119.6M | $119.6M | $0 | 4 | 7 |
| Mar 2022 | $119.6M | $119.6M | $0 | 4 | 7 |
| Oct 2021 | $108.7M | $108.7M | $0 | 4 | 7 |
| Sep 2021 | $108.7M | $108.7M | $0 | 4 | 7 |
| Aug 2021 | $108.7M | $108.7M | $0 | 4 | 7 |
DateAug 2025
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees6
Clients2
DateJul 2025
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees5
Clients2
DateJun 2025
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees3
Clients2
DateMar 2025
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees4
Clients2
DateJul 2024
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees4
Clients2
DateMar 2024
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$133.8M
Discretionary$133.8M
Non-Disc.$0
Employees4
Clients7
DateJul 2022
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees4
Clients7
DateMar 2022
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees4
Clients7
DateMar 2022
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees4
Clients7
DateOct 2021
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees4
Clients7
DateSep 2021
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees4
Clients7
DateAug 2021
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees4
Clients7