FUND DIRECT ADVISORS INC.
CRD #155363 SEC #801-77794 GREENSBORO, NC 336-271-4450
SEC Registered
Total AUM
$605M
Discretionary
$45M
Employees
4
Clients
0
Accounts
160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $605M | $45M | $560M | 4 | 0 |
| Feb 2025 | $605M | $45M | $560M | 4 | 0 |
| Feb 2024 | $524M | $53M | $471M | 5 | 0 |
| Dec 2023 | $500M | $50M | $450M | 7 | 0 |
| Jan 2023 | $500M | $50M | $450M | 7 | 0 |
| Mar 2022 | $660M | $110M | $550M | 7 | 0 |
| Sep 2021 | $694M | $44M | $650M | 5 | 370 |
| May 2021 | $694M | $44M | $650M | 6 | 370 |
| Mar 2021 | $694M | $44M | $650M | 6 | 370 |
| Mar 2020 | $540M | $40M | $500M | 6 | 350 |
| Jan 2020 | $705M | $40M | $665M | 6 | 350 |
| May 2019 | $705M | $40M | $665M | 6 | 350 |
| May 2019 | $705M | $40M | $665M | 6 | 350 |
| Apr 2019 | $705M | $40M | $665M | 7 | 350 |
| Jan 2019 | $690M | $25M | $665M | 6 | 330 |
| Mar 2018 | $690M | $25M | $665M | 6 | 330 |
| Mar 2018 | $690M | $25M | $665M | 6 | 330 |
| Oct 2017 | $650M | $20M | $630M | 9 | 320 |
| Oct 2017 | $650M | $20M | $630M | 9 | 320 |
| Apr 2017 | $650M | $20M | $630M | 9 | 400 |
| Mar 2017 | $650M | $20M | $630M | 9 | 400 |
| Jun 2016 | $650M | $20M | $630M | 9 | 400 |
| Jun 2016 | $650M | $20M | $630M | 9 | 400 |
| Feb 2016 | $565M | $15M | $550M | 8 | 300 |
| Feb 2016 | $565M | $15M | $550M | 8 | 300 |
| Dec 2015 | $525M | $10M | $515M | 8 | 243 |
| Jun 2015 | $525M | $10M | $515M | 8 | 243 |
| Jun 2015 | $525M | $10M | $515M | 8 | 26 |
| Feb 2015 | $350M | $5M | $345M | 8 | 26 |
| Dec 2014 | $350M | $5M | $345M | 8 | 26 |
| Dec 2014 | $250M | $0 | $250M | 5 | 26 |
| Nov 2014 | $250M | $0 | $250M | 5 | 26 |
| Nov 2014 | $250M | $0 | $250M | 5 | 26 |
| Apr 2014 | $250M | $0 | $250M | 5 | 26 |
| Mar 2014 | $250M | $0 | $250M | 5 | 26 |
| Mar 2014 | $250M | $0 | $250M | 5 | 26 |
| Nov 2013 | $250M | $0 | $250M | 5 | 26 |
| Aug 2013 | $250M | $0 | $250M | 6 | 26 |
| Aug 2013 | $250M | $0 | $250M | 3 | 26 |
| Aug 2013 | $250M | $0 | $250M | 3 | 26 |
| Jun 2013 | $250M | $0 | $250M | 5 | 26 |
| Apr 2013 | $250M | $0 | $250M | 5 | 26 |
| Mar 2013 | $200M | $0 | $200M | 5 | 26 |
DateApr 2025
Total AUM$605M
Discretionary$45M
Non-Disc.$560M
Employees4
Clients0
DateFeb 2025
Total AUM$605M
Discretionary$45M
Non-Disc.$560M
Employees4
Clients0
DateFeb 2024
Total AUM$524M
Discretionary$53M
Non-Disc.$471M
Employees5
Clients0
DateDec 2023
Total AUM$500M
Discretionary$50M
Non-Disc.$450M
Employees7
Clients0
DateJan 2023
Total AUM$500M
Discretionary$50M
Non-Disc.$450M
Employees7
Clients0
DateMar 2022
Total AUM$660M
Discretionary$110M
Non-Disc.$550M
Employees7
Clients0
DateSep 2021
Total AUM$694M
Discretionary$44M
Non-Disc.$650M
Employees5
Clients370
DateMay 2021
Total AUM$694M
Discretionary$44M
Non-Disc.$650M
Employees6
Clients370
DateMar 2021
Total AUM$694M
Discretionary$44M
Non-Disc.$650M
Employees6
Clients370
DateMar 2020
Total AUM$540M
Discretionary$40M
Non-Disc.$500M
Employees6
Clients350
DateJan 2020
Total AUM$705M
Discretionary$40M
Non-Disc.$665M
Employees6
Clients350
DateMay 2019
Total AUM$705M
Discretionary$40M
Non-Disc.$665M
Employees6
Clients350
DateMay 2019
Total AUM$705M
Discretionary$40M
Non-Disc.$665M
Employees6
Clients350
DateApr 2019
Total AUM$705M
Discretionary$40M
Non-Disc.$665M
Employees7
Clients350
DateJan 2019
Total AUM$690M
Discretionary$25M
Non-Disc.$665M
Employees6
Clients330
DateMar 2018
Total AUM$690M
Discretionary$25M
Non-Disc.$665M
Employees6
Clients330
DateMar 2018
Total AUM$690M
Discretionary$25M
Non-Disc.$665M
Employees6
Clients330
DateOct 2017
Total AUM$650M
Discretionary$20M
Non-Disc.$630M
Employees9
Clients320
DateOct 2017
Total AUM$650M
Discretionary$20M
Non-Disc.$630M
Employees9
Clients320
DateApr 2017
Total AUM$650M
Discretionary$20M
Non-Disc.$630M
Employees9
Clients400
DateMar 2017
Total AUM$650M
Discretionary$20M
Non-Disc.$630M
Employees9
Clients400
DateJun 2016
Total AUM$650M
Discretionary$20M
Non-Disc.$630M
Employees9
Clients400
DateJun 2016
Total AUM$650M
Discretionary$20M
Non-Disc.$630M
Employees9
Clients400
DateFeb 2016
Total AUM$565M
Discretionary$15M
Non-Disc.$550M
Employees8
Clients300
DateFeb 2016
Total AUM$565M
Discretionary$15M
Non-Disc.$550M
Employees8
Clients300
DateDec 2015
Total AUM$525M
Discretionary$10M
Non-Disc.$515M
Employees8
Clients243
DateJun 2015
Total AUM$525M
Discretionary$10M
Non-Disc.$515M
Employees8
Clients243
DateJun 2015
Total AUM$525M
Discretionary$10M
Non-Disc.$515M
Employees8
Clients26
DateFeb 2015
Total AUM$350M
Discretionary$5M
Non-Disc.$345M
Employees8
Clients26
DateDec 2014
Total AUM$350M
Discretionary$5M
Non-Disc.$345M
Employees8
Clients26
DateDec 2014
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients26
DateNov 2014
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients26
DateNov 2014
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients26
DateApr 2014
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients26
DateMar 2014
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients26
DateMar 2014
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients26
DateNov 2013
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients26
DateAug 2013
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees6
Clients26
DateAug 2013
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees3
Clients26
DateAug 2013
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees3
Clients26
DateJun 2013
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients26
DateApr 2013
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees5
Clients26
DateMar 2013
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees5
Clients26