CEREDEX VALUE ADVISORS LLC
CRD #146023 SEC #801-68739 WINTER PARK, FL 407-674-1270
SEC Registered
Total AUM
$5.2B
Discretionary
$5.2B
Employees
13
Clients
--
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $5.2B | $5.2B | $0 | 13 | 2 |
| Mar 2025 | $5.2B | $5.2B | $0 | 13 | 2 |
| Mar 2024 | $6.2B | $6B | $263.6M | 13 | 1 |
| Nov 2023 | $7B | $6.7B | $298.7M | 13 | 1 |
| Jun 2023 | $7B | $6.7B | $298.7M | 13 | 1 |
| Mar 2023 | $7B | $6.7B | $298.7M | 13 | 1 |
| Mar 2022 | $9.9B | $9.5B | $417.8M | 13 | 1 |
| Jul 2021 | $8.5B | $8.1B | $405.8M | 13 | 1 |
| Mar 2021 | $8.5B | $8.1B | $405.8M | 13 | 1 |
| Jun 2020 | $9.4B | $9.4B | $14.5M | 13 | 0 |
| Mar 2020 | $9.4B | $9.4B | $14.5M | 13 | 0 |
| Oct 2019 | $8B | $7.9B | $67.8M | 13 | 0 |
| Mar 2019 | $8B | $7.9B | $67.8M | 13 | 0 |
| Mar 2018 | $10.1B | $10B | $85.4M | 13 | 0 |
| Mar 2018 | $10.1B | $10B | $85.4M | 13 | 0 |
| Jul 2017 | $10.8B | $10.8B | $91.7M | 13 | 26 |
| Jun 2017 | $10.8B | $10.8B | $91.7M | 13 | 26 |
| Mar 2017 | $10.8B | $10.8B | $91.7M | 13 | 26 |
| Jan 2017 | $10.2B | $10.2B | $69.9M | 13 | 26 |
| Oct 2016 | $10.2B | $10.2B | $69.9M | 13 | 26 |
| Mar 2016 | $10.2B | $10.2B | $69.9M | 13 | 26 |
| Jul 2015 | $12.3B | $12.2B | $82.7M | 13 | 26 |
| Jun 2015 | $12.3B | $12.2B | $82.7M | 13 | 26 |
| May 2015 | $12.3B | $12.2B | $82.7M | 13 | 26 |
| Mar 2015 | $12.3B | $12.2B | $82.7M | 13 | 26 |
| Sep 2014 | $11.7B | $11.6B | $67.1M | 12 | 26 |
| Jun 2014 | $11.7B | $11.6B | $67.1M | 12 | 26 |
| Mar 2014 | $11.7B | $11.6B | $67.1M | 12 | 26 |
| Dec 2013 | $8.7B | $8.7B | $40.5M | 12 | 26 |
| Mar 2013 | $8.7B | $8.7B | $40.5M | 12 | 26 |
| Mar 2012 | $6.5B | $6.5B | $0 | 11 | 26 |
| Mar 2009 | $2.1B | $2.1B | $0 | -- | -- |
| Mar 2008 | $0 | $0 | $0 | -- | -- |
| Jan 2008 | $0 | $0 | $0 | -- | -- |
| Jan 2008 | $0 | $0 | $0 | -- | -- |
DateJun 2025
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees13
Clients2
DateMar 2025
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees13
Clients2
DateMar 2024
Total AUM$6.2B
Discretionary$6B
Non-Disc.$263.6M
Employees13
Clients1
DateNov 2023
Total AUM$7B
Discretionary$6.7B
Non-Disc.$298.7M
Employees13
Clients1
DateJun 2023
Total AUM$7B
Discretionary$6.7B
Non-Disc.$298.7M
Employees13
Clients1
DateMar 2023
Total AUM$7B
Discretionary$6.7B
Non-Disc.$298.7M
Employees13
Clients1
DateMar 2022
Total AUM$9.9B
Discretionary$9.5B
Non-Disc.$417.8M
Employees13
Clients1
DateJul 2021
Total AUM$8.5B
Discretionary$8.1B
Non-Disc.$405.8M
Employees13
Clients1
DateMar 2021
Total AUM$8.5B
Discretionary$8.1B
Non-Disc.$405.8M
Employees13
Clients1
DateJun 2020
Total AUM$9.4B
Discretionary$9.4B
Non-Disc.$14.5M
Employees13
Clients0
DateMar 2020
Total AUM$9.4B
Discretionary$9.4B
Non-Disc.$14.5M
Employees13
Clients0
DateOct 2019
Total AUM$8B
Discretionary$7.9B
Non-Disc.$67.8M
Employees13
Clients0
DateMar 2019
Total AUM$8B
Discretionary$7.9B
Non-Disc.$67.8M
Employees13
Clients0
DateMar 2018
Total AUM$10.1B
Discretionary$10B
Non-Disc.$85.4M
Employees13
Clients0
DateMar 2018
Total AUM$10.1B
Discretionary$10B
Non-Disc.$85.4M
Employees13
Clients0
DateJul 2017
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$91.7M
Employees13
Clients26
DateJun 2017
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$91.7M
Employees13
Clients26
DateMar 2017
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$91.7M
Employees13
Clients26
DateJan 2017
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$69.9M
Employees13
Clients26
DateOct 2016
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$69.9M
Employees13
Clients26
DateMar 2016
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$69.9M
Employees13
Clients26
DateJul 2015
Total AUM$12.3B
Discretionary$12.2B
Non-Disc.$82.7M
Employees13
Clients26
DateJun 2015
Total AUM$12.3B
Discretionary$12.2B
Non-Disc.$82.7M
Employees13
Clients26
DateMay 2015
Total AUM$12.3B
Discretionary$12.2B
Non-Disc.$82.7M
Employees13
Clients26
DateMar 2015
Total AUM$12.3B
Discretionary$12.2B
Non-Disc.$82.7M
Employees13
Clients26
DateSep 2014
Total AUM$11.7B
Discretionary$11.6B
Non-Disc.$67.1M
Employees12
Clients26
DateJun 2014
Total AUM$11.7B
Discretionary$11.6B
Non-Disc.$67.1M
Employees12
Clients26
DateMar 2014
Total AUM$11.7B
Discretionary$11.6B
Non-Disc.$67.1M
Employees12
Clients26
DateDec 2013
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$40.5M
Employees12
Clients26
DateMar 2013
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$40.5M
Employees12
Clients26
DateMar 2012
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees11
Clients26
DateMar 2009
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--