ACAS, LLC
Legal name: "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
CRD #160657 SEC #801-110370 RANCHO SANTA FE, CA 888-500-9267
SEC Registered
Total AUM
$323M
Discretionary
$323M
Employees
5
Clients
0
Accounts
624
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $323M | $323M | $0 | 5 | 0 |
| Apr 2024 | $274.1M | $274.1M | $0 | 5 | 0 |
| Mar 2024 | $274.1M | $274.1M | $0 | 5 | 0 |
| Oct 2023 | $206.8M | $206.8M | $0 | 5 | 0 |
| Mar 2023 | $206.8M | $206.8M | $0 | 5 | 0 |
| Mar 2022 | $220.9M | $220.9M | $0 | 5 | 0 |
| Apr 2021 | $243.3M | $243.3M | $0 | 5 | 0 |
| Feb 2021 | $243.3M | $243.3M | $0 | 5 | 0 |
| Jun 2020 | $174.6M | $172M | $2.7M | 6 | 0 |
| May 2020 | $174.6M | $172M | $2.7M | 6 | 0 |
| Mar 2020 | $174.6M | $172M | $2.7M | 6 | 0 |
| Jun 2019 | $130.7M | $110.5M | $20.2M | 6 | 0 |
| Feb 2019 | $130.7M | $110.5M | $20.2M | 7 | 0 |
| Sep 2018 | $146.4M | $127M | $19.4M | 7 | 0 |
| Mar 2018 | $146.4M | $127M | $19.4M | 7 | 0 |
| Jul 2017 | $120.2M | $115.7M | $4.5M | 7 | 215 |
| Jun 2017 | $104.3M | $99.8M | $4.5M | 7 | 215 |
| Apr 2017 | $104.3M | $99.8M | $4.5M | 7 | 215 |
| Mar 2017 | $104.3M | $99.8M | $4.5M | 6 | 215 |
| Jan 2013 | $43.2M | $38.4M | $4.8M | 2 | 0 |
| Dec 2012 | $43.2M | $38.4M | $4.8M | 2 | 0 |
| Dec 2012 | $43.2M | $38.4M | $4.8M | 2 | 0 |
| Dec 2012 | $43.2M | $38.4M | $4.8M | 2 | 0 |
| Nov 2012 | $0 | $0 | $0 | 2 | 0 |
| Oct 2012 | $104.4M | $96M | $8.4M | -- | 200 |
| Sep 2012 | $104.4M | $96M | $8.4M | -- | 200 |
| Aug 2012 | $0 | $0 | $0 | -- | 200 |
| Jun 2012 | $0 | $0 | $0 | -- | 200 |
| Jun 2012 | $0 | $0 | $0 | -- | 200 |
| May 2012 | $41.5M | $31.4M | $10.1M | -- | 200 |
DateMar 2025
Total AUM$323M
Discretionary$323M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$274.1M
Discretionary$274.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$274.1M
Discretionary$274.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$206.8M
Discretionary$206.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$220.9M
Discretionary$220.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$174.6M
Discretionary$172M
Non-Disc.$2.7M
Employees6
Clients0
DateMay 2020
Total AUM$174.6M
Discretionary$172M
Non-Disc.$2.7M
Employees6
Clients0
DateMar 2020
Total AUM$174.6M
Discretionary$172M
Non-Disc.$2.7M
Employees6
Clients0
DateJun 2019
Total AUM$130.7M
Discretionary$110.5M
Non-Disc.$20.2M
Employees6
Clients0
DateFeb 2019
Total AUM$130.7M
Discretionary$110.5M
Non-Disc.$20.2M
Employees7
Clients0
DateSep 2018
Total AUM$146.4M
Discretionary$127M
Non-Disc.$19.4M
Employees7
Clients0
DateMar 2018
Total AUM$146.4M
Discretionary$127M
Non-Disc.$19.4M
Employees7
Clients0
DateJul 2017
Total AUM$120.2M
Discretionary$115.7M
Non-Disc.$4.5M
Employees7
Clients215
DateJun 2017
Total AUM$104.3M
Discretionary$99.8M
Non-Disc.$4.5M
Employees7
Clients215
DateApr 2017
Total AUM$104.3M
Discretionary$99.8M
Non-Disc.$4.5M
Employees7
Clients215
DateMar 2017
Total AUM$104.3M
Discretionary$99.8M
Non-Disc.$4.5M
Employees6
Clients215
DateJan 2013
Total AUM$43.2M
Discretionary$38.4M
Non-Disc.$4.8M
Employees2
Clients0
DateDec 2012
Total AUM$43.2M
Discretionary$38.4M
Non-Disc.$4.8M
Employees2
Clients0
DateDec 2012
Total AUM$43.2M
Discretionary$38.4M
Non-Disc.$4.8M
Employees2
Clients0
DateDec 2012
Total AUM$43.2M
Discretionary$38.4M
Non-Disc.$4.8M
Employees2
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2012
Total AUM$104.4M
Discretionary$96M
Non-Disc.$8.4M
Employees--
Clients200
DateSep 2012
Total AUM$104.4M
Discretionary$96M
Non-Disc.$8.4M
Employees--
Clients200
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients200
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients200
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients200
DateMay 2012
Total AUM$41.5M
Discretionary$31.4M
Non-Disc.$10.1M
Employees--
Clients200