DRAKE & ASSOCIATES, LLC
CRD #154854 SEC #801-115301 WAUKESHA, WI 414-409-7226
SEC Registered
Total AUM
$418.8M
Discretionary
$418.8M
Employees
35
Clients
--
Accounts
2,611
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $418.8M | $418.8M | $0 | 35 | 0 |
| Aug 2025 | $418.8M | $418.8M | $0 | 36 | 0 |
| Jul 2025 | $418.8M | $418.8M | $0 | 37 | 0 |
| Jun 2025 | $418.8M | $418.8M | $0 | 38 | 0 |
| Apr 2025 | $418.8M | $418.8M | $0 | 38 | 0 |
| Mar 2025 | $418.8M | $418.8M | $0 | 38 | 0 |
| Oct 2024 | $313.1M | $313.1M | $0 | 25 | 0 |
| Sep 2024 | $313.1M | $313.1M | $0 | 25 | 0 |
| Jul 2024 | $313.1M | $313.1M | $0 | 25 | 0 |
| May 2024 | $313.1M | $313.1M | $0 | 25 | 0 |
| Mar 2024 | $313.1M | $313.1M | $0 | 25 | 0 |
| Mar 2024 | $313.1M | $313.1M | $0 | 25 | 0 |
| Sep 2023 | $227.2M | $227.2M | $0 | 9 | 0 |
| Sep 2023 | $227.2M | $227.2M | $0 | 9 | 0 |
| Mar 2023 | $227.2M | $227.2M | $0 | 9 | 0 |
| Nov 2022 | $227.8M | $226.7M | $1.1M | 11 | 0 |
| Nov 2022 | $227.8M | $226.7M | $1.1M | 11 | 0 |
| Oct 2022 | $227.8M | $226.7M | $1.1M | 11 | 0 |
| Apr 2022 | $227.8M | $226.7M | $1.1M | 11 | 0 |
| Mar 2022 | $227.8M | $226.7M | $1.1M | 11 | 0 |
| Jan 2022 | $163.4M | $162M | $1.3M | 11 | 1 |
| Jul 2021 | $163.4M | $162M | $1.3M | 11 | 1 |
| May 2021 | $163.4M | $162M | $1.3M | 10 | 1 |
| Apr 2021 | $163.4M | $162M | $1.3M | 10 | 1 |
| Mar 2021 | $163.4M | $162M | $1.3M | 10 | 1 |
| Jul 2020 | $130.4M | $129M | $1.4M | 10 | 4 |
| Jun 2020 | $130.4M | $129M | $1.4M | 10 | 4 |
| Mar 2020 | $130.4M | $129M | $1.4M | 10 | 4 |
| Jan 2020 | $102M | $102M | $0 | 10 | 2 |
| Jan 2020 | $102M | $102M | $0 | 9 | 2 |
| Oct 2019 | $102M | $102M | $0 | 8 | 2 |
| Aug 2019 | $102M | $102M | $0 | 9 | 2 |
| Aug 2019 | $102M | $102M | $0 | 9 | 2 |
| May 2019 | $102M | $102M | $0 | 9 | 2 |
| May 2019 | $102M | $102M | $0 | 9 | 2 |
| Apr 2019 | $102M | $102M | $0 | 9 | 2 |
| Apr 2019 | $102M | $102M | $0 | 9 | 2 |
DateNov 2025
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees35
Clients0
DateAug 2025
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees36
Clients0
DateJul 2025
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees37
Clients0
DateJun 2025
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees38
Clients0
DateApr 2025
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees38
Clients0
DateMar 2025
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees38
Clients0
DateOct 2024
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees25
Clients0
DateSep 2024
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees25
Clients0
DateJul 2024
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees25
Clients0
DateMay 2024
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$313.1M
Discretionary$313.1M
Non-Disc.$0
Employees25
Clients0
DateSep 2023
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$227.8M
Discretionary$226.7M
Non-Disc.$1.1M
Employees11
Clients0
DateNov 2022
Total AUM$227.8M
Discretionary$226.7M
Non-Disc.$1.1M
Employees11
Clients0
DateOct 2022
Total AUM$227.8M
Discretionary$226.7M
Non-Disc.$1.1M
Employees11
Clients0
DateApr 2022
Total AUM$227.8M
Discretionary$226.7M
Non-Disc.$1.1M
Employees11
Clients0
DateMar 2022
Total AUM$227.8M
Discretionary$226.7M
Non-Disc.$1.1M
Employees11
Clients0
DateJan 2022
Total AUM$163.4M
Discretionary$162M
Non-Disc.$1.3M
Employees11
Clients1
DateJul 2021
Total AUM$163.4M
Discretionary$162M
Non-Disc.$1.3M
Employees11
Clients1
DateMay 2021
Total AUM$163.4M
Discretionary$162M
Non-Disc.$1.3M
Employees10
Clients1
DateApr 2021
Total AUM$163.4M
Discretionary$162M
Non-Disc.$1.3M
Employees10
Clients1
DateMar 2021
Total AUM$163.4M
Discretionary$162M
Non-Disc.$1.3M
Employees10
Clients1
DateJul 2020
Total AUM$130.4M
Discretionary$129M
Non-Disc.$1.4M
Employees10
Clients4
DateJun 2020
Total AUM$130.4M
Discretionary$129M
Non-Disc.$1.4M
Employees10
Clients4
DateMar 2020
Total AUM$130.4M
Discretionary$129M
Non-Disc.$1.4M
Employees10
Clients4
DateJan 2020
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees10
Clients2
DateJan 2020
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees9
Clients2
DateOct 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees8
Clients2
DateAug 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees9
Clients2
DateAug 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees9
Clients2
DateMay 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees9
Clients2
DateMay 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees9
Clients2
DateApr 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees9
Clients2
DateApr 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees9
Clients2