STAVIS & COHEN FINANCIAL, LLC
Legal name: STAVIS & COHEN FINANCIAL
CRD #151299 SEC #801-70574 HOUSTON, TX 713-275-7750
SEC Registered
Total AUM
$627.2M
Discretionary
$528.8M
Employees
17
Clients
26
Accounts
992
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Dec 2020 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Oct 2020 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Oct 2020 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Oct 2020 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Jun 2020 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| May 2020 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| May 2020 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Apr 2020 | $627.2M | $528.8M | $98.4M | 17 | 10 |
| Mar 2020 | $627.2M | $528.8M | $98.4M | 16 | 10 |
| Mar 2019 | $540.8M | $450.4M | $90.4M | 16 | 8 |
| Mar 2019 | $540.8M | $450.4M | $90.4M | 16 | 8 |
| Mar 2019 | $564M | $455.1M | $108.9M | 16 | 4 |
| Dec 2018 | $564M | $455.1M | $108.9M | 16 | 4 |
| Dec 2018 | $564M | $455.1M | $108.9M | 16 | 4 |
| Nov 2018 | $564M | $455.1M | $108.9M | 15 | 4 |
| Apr 2018 | $564M | $455.1M | $108.9M | 16 | 4 |
| Mar 2018 | $564M | $455.1M | $108.9M | 15 | 4 |
| Apr 2017 | $485.2M | $396.1M | $89.1M | 15 | 257 |
| Mar 2017 | $485.2M | $396.1M | $89.1M | 16 | 257 |
| Mar 2017 | $453.3M | $357.2M | $96.1M | 16 | 300 |
| Nov 2016 | $453.3M | $357.2M | $96.1M | 15 | 300 |
| Nov 2016 | $453.3M | $357.2M | $96.1M | 14 | 300 |
| Feb 2016 | $453.3M | $357.2M | $96.1M | 15 | 300 |
| Sep 2015 | $478.2M | $366.6M | $111.6M | 18 | 200 |
| Mar 2015 | $478.2M | $366.6M | $111.6M | 18 | 200 |
| Mar 2015 | $478.2M | $366.6M | $111.6M | 18 | 200 |
| Sep 2014 | $387.7M | $305.2M | $82.5M | 14 | 200 |
| Jul 2014 | $387.7M | $305.2M | $82.5M | 15 | 200 |
| Jun 2014 | $387.7M | $305.2M | $82.5M | 15 | 200 |
| Jun 2014 | $387.7M | $305.2M | $82.5M | 15 | 200 |
| Jun 2014 | $387.7M | $305.2M | $82.5M | 16 | 200 |
| May 2014 | $387.7M | $305.2M | $82.5M | 16 | 200 |
| Mar 2014 | $387.7M | $305.2M | $82.5M | 16 | 200 |
| Nov 2013 | $372.6M | $290.8M | $81.8M | 12 | 200 |
| Oct 2013 | $297.9M | $253.1M | $44.8M | 12 | 200 |
| Mar 2013 | $297.9M | $253.1M | $44.8M | 12 | 200 |
| Mar 2013 | $297.9M | $253.1M | $44.8M | 12 | 200 |
| Apr 2012 | $264.8M | $234.4M | $30.3M | 11 | 200 |
| Feb 2012 | $264.8M | $234.4M | $30.3M | 11 | 200 |
| Jan 2010 | $48.5M | $36.6M | $11.9M | 10 | -- |
| Jan 2010 | $8.7M | $5.1M | $3.6M | 10 | -- |
| Sep 2009 | $0 | $0 | $0 | 10 | -- |
DateJan 2021
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateDec 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateOct 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateOct 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateOct 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateJun 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateMay 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateMay 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateApr 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees17
Clients10
DateMar 2020
Total AUM$627.2M
Discretionary$528.8M
Non-Disc.$98.4M
Employees16
Clients10
DateMar 2019
Total AUM$540.8M
Discretionary$450.4M
Non-Disc.$90.4M
Employees16
Clients8
DateMar 2019
Total AUM$540.8M
Discretionary$450.4M
Non-Disc.$90.4M
Employees16
Clients8
DateMar 2019
Total AUM$564M
Discretionary$455.1M
Non-Disc.$108.9M
Employees16
Clients4
DateDec 2018
Total AUM$564M
Discretionary$455.1M
Non-Disc.$108.9M
Employees16
Clients4
DateDec 2018
Total AUM$564M
Discretionary$455.1M
Non-Disc.$108.9M
Employees16
Clients4
DateNov 2018
Total AUM$564M
Discretionary$455.1M
Non-Disc.$108.9M
Employees15
Clients4
DateApr 2018
Total AUM$564M
Discretionary$455.1M
Non-Disc.$108.9M
Employees16
Clients4
DateMar 2018
Total AUM$564M
Discretionary$455.1M
Non-Disc.$108.9M
Employees15
Clients4
DateApr 2017
Total AUM$485.2M
Discretionary$396.1M
Non-Disc.$89.1M
Employees15
Clients257
DateMar 2017
Total AUM$485.2M
Discretionary$396.1M
Non-Disc.$89.1M
Employees16
Clients257
DateMar 2017
Total AUM$453.3M
Discretionary$357.2M
Non-Disc.$96.1M
Employees16
Clients300
DateNov 2016
Total AUM$453.3M
Discretionary$357.2M
Non-Disc.$96.1M
Employees15
Clients300
DateNov 2016
Total AUM$453.3M
Discretionary$357.2M
Non-Disc.$96.1M
Employees14
Clients300
DateFeb 2016
Total AUM$453.3M
Discretionary$357.2M
Non-Disc.$96.1M
Employees15
Clients300
DateSep 2015
Total AUM$478.2M
Discretionary$366.6M
Non-Disc.$111.6M
Employees18
Clients200
DateMar 2015
Total AUM$478.2M
Discretionary$366.6M
Non-Disc.$111.6M
Employees18
Clients200
DateMar 2015
Total AUM$478.2M
Discretionary$366.6M
Non-Disc.$111.6M
Employees18
Clients200
DateSep 2014
Total AUM$387.7M
Discretionary$305.2M
Non-Disc.$82.5M
Employees14
Clients200
DateJul 2014
Total AUM$387.7M
Discretionary$305.2M
Non-Disc.$82.5M
Employees15
Clients200
DateJun 2014
Total AUM$387.7M
Discretionary$305.2M
Non-Disc.$82.5M
Employees15
Clients200
DateJun 2014
Total AUM$387.7M
Discretionary$305.2M
Non-Disc.$82.5M
Employees15
Clients200
DateJun 2014
Total AUM$387.7M
Discretionary$305.2M
Non-Disc.$82.5M
Employees16
Clients200
DateMay 2014
Total AUM$387.7M
Discretionary$305.2M
Non-Disc.$82.5M
Employees16
Clients200
DateMar 2014
Total AUM$387.7M
Discretionary$305.2M
Non-Disc.$82.5M
Employees16
Clients200
DateNov 2013
Total AUM$372.6M
Discretionary$290.8M
Non-Disc.$81.8M
Employees12
Clients200
DateOct 2013
Total AUM$297.9M
Discretionary$253.1M
Non-Disc.$44.8M
Employees12
Clients200
DateMar 2013
Total AUM$297.9M
Discretionary$253.1M
Non-Disc.$44.8M
Employees12
Clients200
DateMar 2013
Total AUM$297.9M
Discretionary$253.1M
Non-Disc.$44.8M
Employees12
Clients200
DateApr 2012
Total AUM$264.8M
Discretionary$234.4M
Non-Disc.$30.3M
Employees11
Clients200
DateFeb 2012
Total AUM$264.8M
Discretionary$234.4M
Non-Disc.$30.3M
Employees11
Clients200
DateJan 2010
Total AUM$48.5M
Discretionary$36.6M
Non-Disc.$11.9M
Employees10
Clients--
DateJan 2010
Total AUM$8.7M
Discretionary$5.1M
Non-Disc.$3.6M
Employees10
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--