PRUDENT STREET FINANCIAL ADVISORS, LLC
CRD #160436 SEC #801-74401 BRENTWOOD, TN 615-523-0660
SEC Registered
Total AUM
$302.7M
Discretionary
$163M
Employees
7
Clients
1
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $302.7M | $163M | $139.7M | 7 | 2 |
| Mar 2023 | $257.8M | $141.5M | $116.3M | 7 | 0 |
| Oct 2022 | $310.1M | $161.9M | $148.2M | 8 | 1 |
| Mar 2022 | $310.1M | $161.9M | $148.2M | 8 | 1 |
| Mar 2022 | $310.1M | $161.9M | $148.2M | 8 | 1 |
| Sep 2021 | $308M | $126.5M | $181.6M | 6 | 0 |
| Apr 2021 | $308M | $126.5M | $181.6M | 6 | 0 |
| Mar 2021 | $308M | $126.5M | $181.6M | 6 | 0 |
| Jun 2020 | $289.3M | $100.1M | $189.3M | 7 | 1 |
| Jun 2020 | $289.3M | $100.1M | $189.3M | 7 | 1 |
| Apr 2020 | $289.3M | $100.1M | $189.3M | 7 | 1 |
| Mar 2019 | $238.8M | $83.8M | $155M | 8 | 3 |
| Jan 2019 | $240M | $71M | $169M | 8 | 3 |
| Mar 2018 | $240M | $71M | $169M | 6 | 3 |
| Sep 2017 | $200.6M | $75.1M | $125.5M | 7 | 100 |
| Mar 2017 | $200.6M | $75.1M | $125.5M | 7 | 100 |
| Feb 2017 | $216.7M | $68.7M | $148M | 5 | 100 |
| Apr 2016 | $216.7M | $68.7M | $148M | 5 | 100 |
| Mar 2016 | $216.7M | $68.7M | $148M | 5 | 100 |
| Mar 2015 | $211M | $67.9M | $143.1M | 5 | 26 |
| Mar 2014 | $187.8M | $62.6M | $125.2M | 5 | 26 |
| Jun 2013 | $159M | $45.3M | $113.7M | 5 | 26 |
| Mar 2013 | $159M | $45.3M | $113.7M | 5 | 26 |
| Jan 2013 | $140.7M | $39.3M | $101.4M | 3 | 26 |
| Jun 2012 | $140.7M | $39.3M | $101.4M | -- | 26 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2024
Total AUM$302.7M
Discretionary$163M
Non-Disc.$139.7M
Employees7
Clients2
DateMar 2023
Total AUM$257.8M
Discretionary$141.5M
Non-Disc.$116.3M
Employees7
Clients0
DateOct 2022
Total AUM$310.1M
Discretionary$161.9M
Non-Disc.$148.2M
Employees8
Clients1
DateMar 2022
Total AUM$310.1M
Discretionary$161.9M
Non-Disc.$148.2M
Employees8
Clients1
DateMar 2022
Total AUM$310.1M
Discretionary$161.9M
Non-Disc.$148.2M
Employees8
Clients1
DateSep 2021
Total AUM$308M
Discretionary$126.5M
Non-Disc.$181.6M
Employees6
Clients0
DateApr 2021
Total AUM$308M
Discretionary$126.5M
Non-Disc.$181.6M
Employees6
Clients0
DateMar 2021
Total AUM$308M
Discretionary$126.5M
Non-Disc.$181.6M
Employees6
Clients0
DateJun 2020
Total AUM$289.3M
Discretionary$100.1M
Non-Disc.$189.3M
Employees7
Clients1
DateJun 2020
Total AUM$289.3M
Discretionary$100.1M
Non-Disc.$189.3M
Employees7
Clients1
DateApr 2020
Total AUM$289.3M
Discretionary$100.1M
Non-Disc.$189.3M
Employees7
Clients1
DateMar 2019
Total AUM$238.8M
Discretionary$83.8M
Non-Disc.$155M
Employees8
Clients3
DateJan 2019
Total AUM$240M
Discretionary$71M
Non-Disc.$169M
Employees8
Clients3
DateMar 2018
Total AUM$240M
Discretionary$71M
Non-Disc.$169M
Employees6
Clients3
DateSep 2017
Total AUM$200.6M
Discretionary$75.1M
Non-Disc.$125.5M
Employees7
Clients100
DateMar 2017
Total AUM$200.6M
Discretionary$75.1M
Non-Disc.$125.5M
Employees7
Clients100
DateFeb 2017
Total AUM$216.7M
Discretionary$68.7M
Non-Disc.$148M
Employees5
Clients100
DateApr 2016
Total AUM$216.7M
Discretionary$68.7M
Non-Disc.$148M
Employees5
Clients100
DateMar 2016
Total AUM$216.7M
Discretionary$68.7M
Non-Disc.$148M
Employees5
Clients100
DateMar 2015
Total AUM$211M
Discretionary$67.9M
Non-Disc.$143.1M
Employees5
Clients26
DateMar 2014
Total AUM$187.8M
Discretionary$62.6M
Non-Disc.$125.2M
Employees5
Clients26
DateJun 2013
Total AUM$159M
Discretionary$45.3M
Non-Disc.$113.7M
Employees5
Clients26
DateMar 2013
Total AUM$159M
Discretionary$45.3M
Non-Disc.$113.7M
Employees5
Clients26
DateJan 2013
Total AUM$140.7M
Discretionary$39.3M
Non-Disc.$101.4M
Employees3
Clients26
DateJun 2012
Total AUM$140.7M
Discretionary$39.3M
Non-Disc.$101.4M
Employees--
Clients26
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0