OSBORN WILLIAMS & DONOHOE, LLC
CRD #160622 SEC #801-73102 CINCINNATI, OH 513-621-2875
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
15
Clients
51
Accounts
1,248
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $1.3B | $1.3B | $9M | 15 | 0 |
| Mar 2020 | $1.3B | $1.3B | $9M | 15 | 0 |
| Aug 2019 | $1.3B | $1.3B | $4.1M | 15 | 0 |
| Mar 2019 | $787.2M | $787.2M | $0 | 15 | 0 |
| May 2018 | $828M | $828M | $0 | 12 | 0 |
| Mar 2018 | $828M | $828M | $0 | 12 | 0 |
| Mar 2018 | $828M | $828M | $0 | 12 | 0 |
| Jan 2018 | $731.8M | $731.8M | $0 | 12 | 0 |
| Feb 2017 | $731.8M | $731.8M | $0 | 12 | 1,000 |
| Mar 2016 | $675.9M | $675.9M | $0 | 12 | 1,000 |
| Nov 2015 | $719.7M | $719.7M | $0 | 13 | 900 |
| Sep 2015 | $719.7M | $719.7M | $0 | 13 | 900 |
| Mar 2015 | $719.7M | $719.7M | $0 | 14 | 900 |
| Sep 2014 | $638.7M | $638.7M | $0 | 15 | 800 |
| Mar 2014 | $638.7M | $638.7M | $0 | 15 | 800 |
| Apr 2013 | $648M | $648M | $0 | 15 | 800 |
| Sep 2012 | $556M | $522.1M | $33.9M | -- | 800 |
| Apr 2012 | $556M | $522.1M | $33.9M | -- | 800 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees15
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees15
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$4.1M
Employees15
Clients0
DateMar 2019
Total AUM$787.2M
Discretionary$787.2M
Non-Disc.$0
Employees15
Clients0
DateMay 2018
Total AUM$828M
Discretionary$828M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$828M
Discretionary$828M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$828M
Discretionary$828M
Non-Disc.$0
Employees12
Clients0
DateJan 2018
Total AUM$731.8M
Discretionary$731.8M
Non-Disc.$0
Employees12
Clients0
DateFeb 2017
Total AUM$731.8M
Discretionary$731.8M
Non-Disc.$0
Employees12
Clients1,000
DateMar 2016
Total AUM$675.9M
Discretionary$675.9M
Non-Disc.$0
Employees12
Clients1,000
DateNov 2015
Total AUM$719.7M
Discretionary$719.7M
Non-Disc.$0
Employees13
Clients900
DateSep 2015
Total AUM$719.7M
Discretionary$719.7M
Non-Disc.$0
Employees13
Clients900
DateMar 2015
Total AUM$719.7M
Discretionary$719.7M
Non-Disc.$0
Employees14
Clients900
DateSep 2014
Total AUM$638.7M
Discretionary$638.7M
Non-Disc.$0
Employees15
Clients800
DateMar 2014
Total AUM$638.7M
Discretionary$638.7M
Non-Disc.$0
Employees15
Clients800
DateApr 2013
Total AUM$648M
Discretionary$648M
Non-Disc.$0
Employees15
Clients800
DateSep 2012
Total AUM$556M
Discretionary$522.1M
Non-Disc.$33.9M
Employees--
Clients800
DateApr 2012
Total AUM$556M
Discretionary$522.1M
Non-Disc.$33.9M
Employees--
Clients800
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0