PRECEPT ADVISORY GROUP LLC
CRD #152776 SEC #801-71072 IRVINE, CA 800-344-1430
SEC Registered
Total AUM
$5B
Discretionary
$541.8M
Employees
8
Clients
0
Accounts
63
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5B | $541.8M | $4.5B | 8 | 63 |
| Dec 2024 | $4.3B | $287.6M | $4B | 8 | 0 |
| Nov 2024 | $4.3B | $287.6M | $4B | 9 | 0 |
| Sep 2024 | $4.3B | $287.6M | $4B | 9 | 0 |
| Jul 2024 | $4.3B | $287.6M | $4B | 9 | 0 |
| Jul 2024 | $4.3B | $287.6M | $4B | 9 | 0 |
| Jun 2024 | $4.3B | $287.6M | $4B | 9 | 0 |
| Apr 2024 | $4.3B | $287.6M | $4B | 9 | 0 |
| Apr 2024 | $4.3B | $287.6M | $4B | 9 | 0 |
| Mar 2024 | $4.3B | $287.6M | $4B | 9 | 0 |
| Jan 2024 | $4.9B | $27M | $4.9B | 9 | 0 |
| Aug 2023 | $4.9B | $27M | $4.9B | 8 | 0 |
| May 2023 | $4.9B | $27M | $4.9B | 7 | 0 |
| Mar 2023 | $4.9B | $27M | $4.9B | 7 | 0 |
| Sep 2022 | $5.4B | $24.2M | $5.4B | 7 | 0 |
| Aug 2022 | $5.4B | $24.2M | $5.4B | 7 | 0 |
| Mar 2022 | $5.4B | $24.2M | $5.4B | 7 | 0 |
| Aug 2021 | $4.8B | $0 | $4.8B | 7 | 0 |
| Mar 2021 | $4.8B | $0 | $4.8B | 7 | 0 |
| Jan 2021 | $3.8B | $0 | $3.8B | 7 | 0 |
| Jul 2020 | $3.8B | $0 | $3.8B | 6 | 0 |
| Mar 2020 | $3.8B | $0 | $3.8B | 6 | 0 |
| Feb 2020 | $3.4B | $0 | $3.4B | 6 | 2 |
| Jan 2020 | $3.4B | $0 | $3.4B | 7 | 2 |
| Jul 2019 | $3.4B | $0 | $3.4B | 7 | 2 |
| Mar 2019 | $3.4B | $0 | $3.4B | 7 | 2 |
| Dec 2018 | $3.3B | $0 | $3.3B | 7 | 2 |
| Apr 2018 | $3.3B | $0 | $3.3B | 7 | 2 |
| Mar 2018 | $3.3B | $0 | $3.3B | 7 | 2 |
| Jul 2017 | $2.1B | $0 | $2.1B | 7 | 26 |
| May 2017 | $2.1B | $0 | $2.1B | 7 | 26 |
| Apr 2017 | $2.1B | $0 | $2.1B | 7 | 26 |
| Mar 2017 | $2.1B | $0 | $2.1B | 7 | 26 |
| Aug 2016 | $2.7B | $0 | $2.7B | 8 | 26 |
| May 2016 | $2.7B | $0 | $2.7B | 7 | 26 |
| May 2016 | $2.7B | $0 | $2.7B | 7 | 26 |
| May 2016 | $2.7B | $0 | $2.7B | 7 | 26 |
| May 2016 | $2.7B | $0 | $2.7B | 7 | 26 |
| Mar 2016 | $2.7B | $0 | $2.7B | 8 | 26 |
| Feb 2016 | $2.7B | $0 | $2.7B | 9 | 26 |
| Dec 2015 | $2.8B | $0 | $2.8B | 9 | 26 |
| Mar 2015 | $2.8B | $0 | $2.8B | 10 | 26 |
| Mar 2014 | $2.3B | $0 | $2.3B | 9 | 26 |
| Oct 2013 | $1.8B | $0 | $1.8B | 6 | 26 |
| Sep 2013 | $1.8B | $0 | $1.8B | 6 | 26 |
| May 2013 | $1.8B | $0 | $1.8B | 6 | 26 |
| Mar 2013 | $1.8B | $0 | $1.8B | 6 | 26 |
| Jan 2013 | $1.5B | $0 | $1.5B | 6 | 11 |
| Jan 2013 | $1.5B | $0 | $1.5B | 6 | 11 |
| Mar 2012 | $1.5B | $0 | $1.5B | 1 | 11 |
| Jan 2012 | $1.4B | $0 | $1.4B | 1 | 1 |
| Apr 2011 | $446.1M | $0 | $446.1M | 5 | -- |
| Mar 2011 | $446.1M | $0 | $446.1M | 5 | -- |
| Mar 2011 | $125M | $0 | $125M | 5 | -- |
| Feb 2011 | $125M | $0 | $125M | 5 | -- |
| Jul 2010 | $125M | $0 | $125M | 5 | -- |
| Jul 2010 | $125M | $0 | $125M | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$5B
Discretionary$541.8M
Non-Disc.$4.5B
Employees8
Clients63
DateDec 2024
Total AUM$4.3B
Discretionary$287.6M
Non-Disc.$4B
Employees8
Clients0
DateNov 2024
Total AUM$4.3B
Discretionary$287.6M
Non-Disc.$4B
Employees9
Clients0
DateSep 2024
Total AUM$4.3B
Discretionary$287.6M
Non-Disc.$4B
Employees9
Clients0
DateJul 2024
Total AUM$4.3B
Discretionary$287.6M
Non-Disc.$4B
Employees9
Clients0
DateJul 2024
Total AUM$4.3B
Discretionary$287.6M
Non-Disc.$4B
Employees9
Clients0
DateJun 2024
Total AUM$4.3B
Discretionary$287.6M
Non-Disc.$4B
Employees9
Clients0
DateApr 2024
Total AUM$4.3B
Discretionary$287.6M
Non-Disc.$4B
Employees9
Clients0
DateApr 2024
Total AUM$4.3B
Discretionary$287.6M
Non-Disc.$4B
Employees9
Clients0
DateMar 2024
Total AUM$4.3B
Discretionary$287.6M
Non-Disc.$4B
Employees9
Clients0
DateJan 2024
Total AUM$4.9B
Discretionary$27M
Non-Disc.$4.9B
Employees9
Clients0
DateAug 2023
Total AUM$4.9B
Discretionary$27M
Non-Disc.$4.9B
Employees8
Clients0
DateMay 2023
Total AUM$4.9B
Discretionary$27M
Non-Disc.$4.9B
Employees7
Clients0
DateMar 2023
Total AUM$4.9B
Discretionary$27M
Non-Disc.$4.9B
Employees7
Clients0
DateSep 2022
Total AUM$5.4B
Discretionary$24.2M
Non-Disc.$5.4B
Employees7
Clients0
DateAug 2022
Total AUM$5.4B
Discretionary$24.2M
Non-Disc.$5.4B
Employees7
Clients0
DateMar 2022
Total AUM$5.4B
Discretionary$24.2M
Non-Disc.$5.4B
Employees7
Clients0
DateAug 2021
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees7
Clients0
DateMar 2021
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees7
Clients0
DateJan 2021
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees7
Clients0
DateJul 2020
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees6
Clients0
DateMar 2020
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees6
Clients0
DateFeb 2020
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees6
Clients2
DateJan 2020
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees7
Clients2
DateJul 2019
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees7
Clients2
DateMar 2019
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees7
Clients2
DateDec 2018
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees7
Clients2
DateApr 2018
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees7
Clients2
DateMar 2018
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees7
Clients2
DateJul 2017
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees7
Clients26
DateMay 2017
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees7
Clients26
DateApr 2017
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees7
Clients26
DateMar 2017
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees7
Clients26
DateAug 2016
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees8
Clients26
DateMay 2016
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees7
Clients26
DateMay 2016
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees7
Clients26
DateMay 2016
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees7
Clients26
DateMay 2016
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees7
Clients26
DateMar 2016
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees8
Clients26
DateFeb 2016
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees9
Clients26
DateDec 2015
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees9
Clients26
DateMar 2015
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees10
Clients26
DateMar 2014
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees9
Clients26
DateOct 2013
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees6
Clients26
DateSep 2013
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees6
Clients26
DateMay 2013
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees6
Clients26
DateMar 2013
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees6
Clients26
DateJan 2013
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees6
Clients11
DateJan 2013
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees6
Clients11
DateMar 2012
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees1
Clients11
DateJan 2012
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees1
Clients1
DateApr 2011
Total AUM$446.1M
Discretionary$0
Non-Disc.$446.1M
Employees5
Clients--
DateMar 2011
Total AUM$446.1M
Discretionary$0
Non-Disc.$446.1M
Employees5
Clients--
DateMar 2011
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees5
Clients--
DateFeb 2011
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees5
Clients--
DateJul 2010
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees5
Clients--
DateJul 2010
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--