CAPITAL DESIGN ASSOCIATES GROUP, LLC
Legal name: CDA GROUP
CRD #151838 SEC #801-70794 GREENVILLE, SC 864-235-1428
SEC Registered
Total AUM
$480.5M
Discretionary
$0
Employees
3
Clients
251
Accounts
1,000
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $480.5M | $0 | $480.5M | 3 | 1 |
| Apr 2020 | $480.5M | $0 | $480.5M | 3 | 1 |
| Mar 2020 | $480.5M | $0 | $480.5M | 3 | 1 |
| Jun 2019 | $398.8M | $0 | $398.8M | 9 | 0 |
| Mar 2019 | $398.8M | $0 | $398.8M | 9 | 0 |
| Sep 2018 | $405.7M | $0 | $405.7M | 9 | 2 |
| Mar 2018 | $405.7M | $0 | $405.7M | 9 | 2 |
| Aug 2017 | $400.1M | $0 | $400.1M | 10 | 309 |
| Feb 2017 | $400.1M | $0 | $400.1M | 10 | 309 |
| Mar 2016 | $301.4M | $0 | $301.4M | 10 | 294 |
| Aug 2015 | $293.9M | $0 | $293.9M | 9 | 295 |
| Jul 2015 | $293.9M | $0 | $293.9M | 9 | 295 |
| Apr 2015 | $293.9M | $0 | $293.9M | 9 | 295 |
| Apr 2015 | $293.9M | $0 | $293.9M | 9 | 295 |
| Apr 2015 | $293.9M | $0 | $293.9M | 9 | 295 |
| Mar 2015 | $293.9M | $0 | $293.9M | 9 | 295 |
| Mar 2014 | $247.7M | $0 | $247.7M | 10 | 315 |
| Jan 2014 | $213.4M | $0 | $213.4M | 9 | 315 |
| Feb 2013 | $213.4M | $0 | $213.4M | 9 | 315 |
| Mar 2012 | $150.2M | $0 | $150.2M | 6 | 300 |
| Mar 2012 | $150.2M | $0 | $150.2M | 6 | 300 |
| Mar 2011 | $136.3M | $0 | $136.3M | 10 | -- |
| Aug 2010 | $117.3M | $0 | $117.3M | 10 | -- |
DateJun 2020
Total AUM$480.5M
Discretionary$0
Non-Disc.$480.5M
Employees3
Clients1
DateApr 2020
Total AUM$480.5M
Discretionary$0
Non-Disc.$480.5M
Employees3
Clients1
DateMar 2020
Total AUM$480.5M
Discretionary$0
Non-Disc.$480.5M
Employees3
Clients1
DateJun 2019
Total AUM$398.8M
Discretionary$0
Non-Disc.$398.8M
Employees9
Clients0
DateMar 2019
Total AUM$398.8M
Discretionary$0
Non-Disc.$398.8M
Employees9
Clients0
DateSep 2018
Total AUM$405.7M
Discretionary$0
Non-Disc.$405.7M
Employees9
Clients2
DateMar 2018
Total AUM$405.7M
Discretionary$0
Non-Disc.$405.7M
Employees9
Clients2
DateAug 2017
Total AUM$400.1M
Discretionary$0
Non-Disc.$400.1M
Employees10
Clients309
DateFeb 2017
Total AUM$400.1M
Discretionary$0
Non-Disc.$400.1M
Employees10
Clients309
DateMar 2016
Total AUM$301.4M
Discretionary$0
Non-Disc.$301.4M
Employees10
Clients294
DateAug 2015
Total AUM$293.9M
Discretionary$0
Non-Disc.$293.9M
Employees9
Clients295
DateJul 2015
Total AUM$293.9M
Discretionary$0
Non-Disc.$293.9M
Employees9
Clients295
DateApr 2015
Total AUM$293.9M
Discretionary$0
Non-Disc.$293.9M
Employees9
Clients295
DateApr 2015
Total AUM$293.9M
Discretionary$0
Non-Disc.$293.9M
Employees9
Clients295
DateApr 2015
Total AUM$293.9M
Discretionary$0
Non-Disc.$293.9M
Employees9
Clients295
DateMar 2015
Total AUM$293.9M
Discretionary$0
Non-Disc.$293.9M
Employees9
Clients295
DateMar 2014
Total AUM$247.7M
Discretionary$0
Non-Disc.$247.7M
Employees10
Clients315
DateJan 2014
Total AUM$213.4M
Discretionary$0
Non-Disc.$213.4M
Employees9
Clients315
DateFeb 2013
Total AUM$213.4M
Discretionary$0
Non-Disc.$213.4M
Employees9
Clients315
DateMar 2012
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees6
Clients300
DateMar 2012
Total AUM$150.2M
Discretionary$0
Non-Disc.$150.2M
Employees6
Clients300
DateMar 2011
Total AUM$136.3M
Discretionary$0
Non-Disc.$136.3M
Employees10
Clients--
DateAug 2010
Total AUM$117.3M
Discretionary$0
Non-Disc.$117.3M
Employees10
Clients--