CHARIOT ADVISORS, LLC
Legal name: CHARIOT ADVISORS
CRD #146652 SEC #801-69623 CARY, NC 919-961-4939
SEC Registered
Total AUM
$4M
Discretionary
$4M
Employees
1
Clients
1
Accounts
125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2019 | $4M | $4M | $0 | 1 | 0 |
| Mar 2018 | $4M | $4M | $0 | 1 | 0 |
| Mar 2017 | $4M | $4M | $0 | 1 | 200 |
| Jan 2017 | $5.2M | $5.2M | $0 | 1 | 300 |
| Dec 2016 | $5.2M | $5.2M | $0 | 1 | 300 |
| May 2016 | $5.2M | $5.2M | $0 | 1 | 300 |
| Mar 2016 | $5.2M | $5.2M | $0 | 1 | 300 |
| Apr 2015 | $6.7M | $6.7M | $0 | 1 | 300 |
| Mar 2015 | $6.7M | $6.7M | $0 | 1 | 300 |
| Dec 2014 | $9.5M | $9.5M | $0 | 1 | 400 |
| Nov 2014 | $9.5M | $9.5M | $0 | 1 | 400 |
| Aug 2014 | $9.5M | $9.5M | $0 | 1 | 400 |
| Jun 2014 | $9.5M | $9.5M | $0 | 1 | 400 |
| Mar 2014 | $9.5M | $9.5M | $0 | 1 | 400 |
| Feb 2014 | $13.7M | $13.7M | $0 | 1 | 500 |
| Jan 2014 | $13.7M | $13.7M | $0 | 1 | 500 |
| Sep 2013 | $13.7M | $13.7M | $0 | 1 | 500 |
| Mar 2013 | $13.7M | $13.7M | $0 | 0 | 500 |
| Sep 2012 | $16.6M | $16.6M | $0 | 1 | 500 |
| Feb 2012 | $18.6M | $18.6M | $0 | 1 | 500 |
| Feb 2012 | $18.6M | $18.6M | $0 | 1 | 500 |
| May 2011 | $26.4M | $26.4M | $0 | 5 | -- |
| Mar 2011 | $38M | $38M | $0 | 5 | -- |
| Sep 2010 | $38M | $38M | $0 | 5 | -- |
| Sep 2009 | $40.5M | $40.5M | $0 | 5 | -- |
| Apr 2009 | $15.2M | $0 | $15.2M | 5 | -- |
DateDec 2019
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees1
Clients200
DateJan 2017
Total AUM$5.2M
Discretionary$5.2M
Non-Disc.$0
Employees1
Clients300
DateDec 2016
Total AUM$5.2M
Discretionary$5.2M
Non-Disc.$0
Employees1
Clients300
DateMay 2016
Total AUM$5.2M
Discretionary$5.2M
Non-Disc.$0
Employees1
Clients300
DateMar 2016
Total AUM$5.2M
Discretionary$5.2M
Non-Disc.$0
Employees1
Clients300
DateApr 2015
Total AUM$6.7M
Discretionary$6.7M
Non-Disc.$0
Employees1
Clients300
DateMar 2015
Total AUM$6.7M
Discretionary$6.7M
Non-Disc.$0
Employees1
Clients300
DateDec 2014
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees1
Clients400
DateNov 2014
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees1
Clients400
DateAug 2014
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees1
Clients400
DateJun 2014
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees1
Clients400
DateMar 2014
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees1
Clients400
DateFeb 2014
Total AUM$13.7M
Discretionary$13.7M
Non-Disc.$0
Employees1
Clients500
DateJan 2014
Total AUM$13.7M
Discretionary$13.7M
Non-Disc.$0
Employees1
Clients500
DateSep 2013
Total AUM$13.7M
Discretionary$13.7M
Non-Disc.$0
Employees1
Clients500
DateMar 2013
Total AUM$13.7M
Discretionary$13.7M
Non-Disc.$0
Employees0
Clients500
DateSep 2012
Total AUM$16.6M
Discretionary$16.6M
Non-Disc.$0
Employees1
Clients500
DateFeb 2012
Total AUM$18.6M
Discretionary$18.6M
Non-Disc.$0
Employees1
Clients500
DateFeb 2012
Total AUM$18.6M
Discretionary$18.6M
Non-Disc.$0
Employees1
Clients500
DateMay 2011
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$15.2M
Discretionary$0
Non-Disc.$15.2M
Employees5
Clients--