SECREST BLAKEY & ASSOCIATES, LLC
Legal name: SOUTHEAST FINANCIAL GROUP
CRD #151216 SEC #801-80573 RALEIGH, NC 919-544-0500
SEC Registered
Total AUM
$177.8M
Discretionary
$131.4M
Employees
3
Clients
26
Accounts
324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $177.8M | $131.4M | $46.4M | 3 | 0 |
| Mar 2024 | $177.8M | $131.4M | $46.4M | 3 | 0 |
| Mar 2023 | $165.6M | $106.2M | $59.4M | 3 | 1 |
| Mar 2022 | $163.5M | $102.8M | $60.6M | 4 | 0 |
| Oct 2021 | $128.7M | $95.9M | $32.8M | 3 | 0 |
| Sep 2021 | $128.7M | $95.9M | $32.8M | 3 | 0 |
| Sep 2021 | $128.7M | $95.9M | $32.8M | 3 | 0 |
| Mar 2021 | $128.7M | $95.9M | $32.8M | 3 | 0 |
| Oct 2020 | $114.9M | $89.7M | $25.2M | 4 | 0 |
| Jun 2020 | $114.9M | $89.7M | $25.2M | 4 | 0 |
| Jun 2020 | $114.9M | $89.7M | $25.2M | 4 | 0 |
| Mar 2020 | $114.9M | $89.7M | $25.2M | 4 | 0 |
| Nov 2019 | $110.1M | $75.9M | $34.1M | 5 | 0 |
| Sep 2019 | $226.6M | $217.1M | $9.5M | 13 | 0 |
| Mar 2019 | $226.6M | $217.1M | $9.5M | 13 | 0 |
| Mar 2018 | $199.8M | $190.7M | $9.1M | 13 | 4 |
| Aug 2017 | $165.2M | $149.5M | $15.7M | 11 | 300 |
| Jul 2017 | $165.2M | $149.5M | $15.7M | 11 | 300 |
| Apr 2017 | $165.2M | $149.5M | $15.7M | 11 | 300 |
| Feb 2017 | $165.2M | $149.5M | $15.7M | 12 | 300 |
| Jan 2017 | $150.7M | $143.5M | $7.2M | 13 | 300 |
| Dec 2016 | $150.7M | $143.5M | $7.2M | 13 | 300 |
| Nov 2016 | $150.7M | $143.5M | $7.2M | 13 | 300 |
| Nov 2016 | $150.7M | $143.5M | $7.2M | 12 | 300 |
| Aug 2016 | $150.7M | $143.5M | $7.2M | 12 | 300 |
| Mar 2016 | $150.7M | $143.5M | $7.2M | 13 | 300 |
| Nov 2015 | $117.9M | $103.1M | $14.8M | 13 | 300 |
| Oct 2015 | $117.9M | $103.1M | $14.8M | 13 | 300 |
| Oct 2015 | $117.9M | $103.1M | $14.8M | 13 | 300 |
| Jul 2015 | $117.9M | $103.1M | $14.8M | 13 | 300 |
| Mar 2015 | $117.9M | $103.1M | $14.8M | 12 | 300 |
| Nov 2014 | $132.3M | $104.9M | $27.5M | 8 | 200 |
| Jun 2012 | $78.2M | $71M | $7.2M | 11 | 363 |
| May 2012 | $78.2M | $71M | $7.2M | 11 | 363 |
| May 2012 | $78.2M | $71M | $7.2M | 11 | 363 |
| Jan 2012 | $78.2M | $71M | $7.2M | 11 | 363 |
| Mar 2011 | $74.9M | $68.4M | $6.4M | -- | -- |
| Oct 2010 | $63M | $54M | $9M | -- | -- |
| Oct 2010 | $63M | $54M | $9M | -- | -- |
| Jun 2010 | $63M | $54M | $9M | -- | -- |
| Mar 2010 | $63M | $54M | $9M | -- | -- |
DateJul 2024
Total AUM$177.8M
Discretionary$131.4M
Non-Disc.$46.4M
Employees3
Clients0
DateMar 2024
Total AUM$177.8M
Discretionary$131.4M
Non-Disc.$46.4M
Employees3
Clients0
DateMar 2023
Total AUM$165.6M
Discretionary$106.2M
Non-Disc.$59.4M
Employees3
Clients1
DateMar 2022
Total AUM$163.5M
Discretionary$102.8M
Non-Disc.$60.6M
Employees4
Clients0
DateOct 2021
Total AUM$128.7M
Discretionary$95.9M
Non-Disc.$32.8M
Employees3
Clients0
DateSep 2021
Total AUM$128.7M
Discretionary$95.9M
Non-Disc.$32.8M
Employees3
Clients0
DateSep 2021
Total AUM$128.7M
Discretionary$95.9M
Non-Disc.$32.8M
Employees3
Clients0
DateMar 2021
Total AUM$128.7M
Discretionary$95.9M
Non-Disc.$32.8M
Employees3
Clients0
DateOct 2020
Total AUM$114.9M
Discretionary$89.7M
Non-Disc.$25.2M
Employees4
Clients0
DateJun 2020
Total AUM$114.9M
Discretionary$89.7M
Non-Disc.$25.2M
Employees4
Clients0
DateJun 2020
Total AUM$114.9M
Discretionary$89.7M
Non-Disc.$25.2M
Employees4
Clients0
DateMar 2020
Total AUM$114.9M
Discretionary$89.7M
Non-Disc.$25.2M
Employees4
Clients0
DateNov 2019
Total AUM$110.1M
Discretionary$75.9M
Non-Disc.$34.1M
Employees5
Clients0
DateSep 2019
Total AUM$226.6M
Discretionary$217.1M
Non-Disc.$9.5M
Employees13
Clients0
DateMar 2019
Total AUM$226.6M
Discretionary$217.1M
Non-Disc.$9.5M
Employees13
Clients0
DateMar 2018
Total AUM$199.8M
Discretionary$190.7M
Non-Disc.$9.1M
Employees13
Clients4
DateAug 2017
Total AUM$165.2M
Discretionary$149.5M
Non-Disc.$15.7M
Employees11
Clients300
DateJul 2017
Total AUM$165.2M
Discretionary$149.5M
Non-Disc.$15.7M
Employees11
Clients300
DateApr 2017
Total AUM$165.2M
Discretionary$149.5M
Non-Disc.$15.7M
Employees11
Clients300
DateFeb 2017
Total AUM$165.2M
Discretionary$149.5M
Non-Disc.$15.7M
Employees12
Clients300
DateJan 2017
Total AUM$150.7M
Discretionary$143.5M
Non-Disc.$7.2M
Employees13
Clients300
DateDec 2016
Total AUM$150.7M
Discretionary$143.5M
Non-Disc.$7.2M
Employees13
Clients300
DateNov 2016
Total AUM$150.7M
Discretionary$143.5M
Non-Disc.$7.2M
Employees13
Clients300
DateNov 2016
Total AUM$150.7M
Discretionary$143.5M
Non-Disc.$7.2M
Employees12
Clients300
DateAug 2016
Total AUM$150.7M
Discretionary$143.5M
Non-Disc.$7.2M
Employees12
Clients300
DateMar 2016
Total AUM$150.7M
Discretionary$143.5M
Non-Disc.$7.2M
Employees13
Clients300
DateNov 2015
Total AUM$117.9M
Discretionary$103.1M
Non-Disc.$14.8M
Employees13
Clients300
DateOct 2015
Total AUM$117.9M
Discretionary$103.1M
Non-Disc.$14.8M
Employees13
Clients300
DateOct 2015
Total AUM$117.9M
Discretionary$103.1M
Non-Disc.$14.8M
Employees13
Clients300
DateJul 2015
Total AUM$117.9M
Discretionary$103.1M
Non-Disc.$14.8M
Employees13
Clients300
DateMar 2015
Total AUM$117.9M
Discretionary$103.1M
Non-Disc.$14.8M
Employees12
Clients300
DateNov 2014
Total AUM$132.3M
Discretionary$104.9M
Non-Disc.$27.5M
Employees8
Clients200
DateJun 2012
Total AUM$78.2M
Discretionary$71M
Non-Disc.$7.2M
Employees11
Clients363
DateMay 2012
Total AUM$78.2M
Discretionary$71M
Non-Disc.$7.2M
Employees11
Clients363
DateMay 2012
Total AUM$78.2M
Discretionary$71M
Non-Disc.$7.2M
Employees11
Clients363
DateJan 2012
Total AUM$78.2M
Discretionary$71M
Non-Disc.$7.2M
Employees11
Clients363
DateMar 2011
Total AUM$74.9M
Discretionary$68.4M
Non-Disc.$6.4M
Employees--
Clients--
DateOct 2010
Total AUM$63M
Discretionary$54M
Non-Disc.$9M
Employees--
Clients--
DateOct 2010
Total AUM$63M
Discretionary$54M
Non-Disc.$9M
Employees--
Clients--
DateJun 2010
Total AUM$63M
Discretionary$54M
Non-Disc.$9M
Employees--
Clients--
DateMar 2010
Total AUM$63M
Discretionary$54M
Non-Disc.$9M
Employees--
Clients--