SUCCESSFUL PORTFOLIOS LLC
CRD #152429 SEC #801-80702 CLEARWATER, FL 727-744-3614
SEC Registered Private Funds
Total AUM
$242.7M
Discretionary
$218.3M
Employees
2
Clients
101
Accounts
565
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $242.7M | $218.3M | $24.3M | 2 | 3 |
| Mar 2024 | $239.9M | $215.2M | $24.6M | 2 | 3 |
| Sep 2023 | $289.7M | $246.1M | $43.6M | 2 | 3 |
| Aug 2023 | $289.7M | $246.1M | $43.6M | 2 | 3 |
| May 2023 | $289.7M | $246.1M | $43.6M | 2 | 3 |
| May 2023 | $289.7M | $246.1M | $43.6M | 2 | 3 |
| Mar 2023 | $289.7M | $246.1M | $43.6M | 3 | 3 |
| Mar 2022 | $296.4M | $238.9M | $57.5M | 3 | 3 |
| Oct 2021 | $298.7M | $238.2M | $60.4M | 3 | 3 |
| Jun 2021 | $290.1M | $228.4M | $61.6M | 4 | 3 |
| Mar 2021 | $267.7M | $214.6M | $53M | 4 | 3 |
| Sep 2020 | $228.5M | $186.3M | $42.2M | 3 | 3 |
| Sep 2020 | $228.5M | $186.3M | $42.2M | 3 | 3 |
| Jul 2020 | $214.5M | $180M | $34.5M | 4 | 3 |
| Jun 2020 | $177.8M | $150.1M | $27.7M | 4 | 3 |
| Mar 2020 | $177.8M | $150.1M | $27.7M | 4 | 3 |
| Sep 2019 | $197.3M | $170.7M | $26.5M | 4 | 3 |
| Mar 2019 | $176.3M | $151.4M | $24.9M | 3 | 224 |
| Apr 2018 | $169.5M | $143M | $26.5M | 3 | 223 |
| Mar 2018 | $169.5M | $143M | $26.5M | 3 | 223 |
| Oct 2017 | $164.1M | $133.2M | $30.9M | 4 | 218 |
| Apr 2017 | $147.1M | $125.1M | $22.1M | 3 | 240 |
| Mar 2017 | $148.6M | $126.3M | $22.3M | 3 | 240 |
| Sep 2016 | $126.2M | $107.3M | $18.9M | 4 | 200 |
| Mar 2016 | $126.2M | $107.3M | $18.9M | 4 | 200 |
| Mar 2015 | $118.1M | $100.7M | $17.3M | 3 | 110 |
| Dec 2014 | $118.1M | $100.7M | $17.3M | 3 | 110 |
| Dec 2014 | $115M | $97.7M | $17.3M | 3 | 110 |
| Jun 2012 | $75M | $67M | $8M | 1 | 26 |
| May 2012 | $75M | $67M | $8M | 1 | 26 |
| Mar 2012 | $75M | $67M | $8M | 1 | 26 |
| Jan 2011 | $39.8M | $23M | $16.8M | 5 | -- |
| Jun 2010 | $39.8M | $23M | $16.8M | 5 | -- |
DateMar 2025
Total AUM$242.7M
Discretionary$218.3M
Non-Disc.$24.3M
Employees2
Clients3
DateMar 2024
Total AUM$239.9M
Discretionary$215.2M
Non-Disc.$24.6M
Employees2
Clients3
DateSep 2023
Total AUM$289.7M
Discretionary$246.1M
Non-Disc.$43.6M
Employees2
Clients3
DateAug 2023
Total AUM$289.7M
Discretionary$246.1M
Non-Disc.$43.6M
Employees2
Clients3
DateMay 2023
Total AUM$289.7M
Discretionary$246.1M
Non-Disc.$43.6M
Employees2
Clients3
DateMay 2023
Total AUM$289.7M
Discretionary$246.1M
Non-Disc.$43.6M
Employees2
Clients3
DateMar 2023
Total AUM$289.7M
Discretionary$246.1M
Non-Disc.$43.6M
Employees3
Clients3
DateMar 2022
Total AUM$296.4M
Discretionary$238.9M
Non-Disc.$57.5M
Employees3
Clients3
DateOct 2021
Total AUM$298.7M
Discretionary$238.2M
Non-Disc.$60.4M
Employees3
Clients3
DateJun 2021
Total AUM$290.1M
Discretionary$228.4M
Non-Disc.$61.6M
Employees4
Clients3
DateMar 2021
Total AUM$267.7M
Discretionary$214.6M
Non-Disc.$53M
Employees4
Clients3
DateSep 2020
Total AUM$228.5M
Discretionary$186.3M
Non-Disc.$42.2M
Employees3
Clients3
DateSep 2020
Total AUM$228.5M
Discretionary$186.3M
Non-Disc.$42.2M
Employees3
Clients3
DateJul 2020
Total AUM$214.5M
Discretionary$180M
Non-Disc.$34.5M
Employees4
Clients3
DateJun 2020
Total AUM$177.8M
Discretionary$150.1M
Non-Disc.$27.7M
Employees4
Clients3
DateMar 2020
Total AUM$177.8M
Discretionary$150.1M
Non-Disc.$27.7M
Employees4
Clients3
DateSep 2019
Total AUM$197.3M
Discretionary$170.7M
Non-Disc.$26.5M
Employees4
Clients3
DateMar 2019
Total AUM$176.3M
Discretionary$151.4M
Non-Disc.$24.9M
Employees3
Clients224
DateApr 2018
Total AUM$169.5M
Discretionary$143M
Non-Disc.$26.5M
Employees3
Clients223
DateMar 2018
Total AUM$169.5M
Discretionary$143M
Non-Disc.$26.5M
Employees3
Clients223
DateOct 2017
Total AUM$164.1M
Discretionary$133.2M
Non-Disc.$30.9M
Employees4
Clients218
DateApr 2017
Total AUM$147.1M
Discretionary$125.1M
Non-Disc.$22.1M
Employees3
Clients240
DateMar 2017
Total AUM$148.6M
Discretionary$126.3M
Non-Disc.$22.3M
Employees3
Clients240
DateSep 2016
Total AUM$126.2M
Discretionary$107.3M
Non-Disc.$18.9M
Employees4
Clients200
DateMar 2016
Total AUM$126.2M
Discretionary$107.3M
Non-Disc.$18.9M
Employees4
Clients200
DateMar 2015
Total AUM$118.1M
Discretionary$100.7M
Non-Disc.$17.3M
Employees3
Clients110
DateDec 2014
Total AUM$118.1M
Discretionary$100.7M
Non-Disc.$17.3M
Employees3
Clients110
DateDec 2014
Total AUM$115M
Discretionary$97.7M
Non-Disc.$17.3M
Employees3
Clients110
DateJun 2012
Total AUM$75M
Discretionary$67M
Non-Disc.$8M
Employees1
Clients26
DateMay 2012
Total AUM$75M
Discretionary$67M
Non-Disc.$8M
Employees1
Clients26
DateMar 2012
Total AUM$75M
Discretionary$67M
Non-Disc.$8M
Employees1
Clients26
DateJan 2011
Total AUM$39.8M
Discretionary$23M
Non-Disc.$16.8M
Employees5
Clients--
DateJun 2010
Total AUM$39.8M
Discretionary$23M
Non-Disc.$16.8M
Employees5
Clients--