AFT, FORSYTH & SOBER, LLC
CRD #162858 SEC #801-76925 VALRICO, FL 813-684-9218
SEC Registered
Total AUM
$323.5M
Discretionary
$27.5M
Employees
2
Clients
0
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $323.5M | $27.5M | $296M | 2 | 0 |
| Oct 2024 | $282.4M | $31.6M | $250.8M | 2 | 0 |
| Mar 2024 | $282.4M | $31.6M | $250.8M | 2 | 0 |
| Mar 2023 | $247.8M | $33.8M | $214M | 2 | 0 |
| Mar 2022 | $295M | $42M | $253M | 3 | 0 |
| Sep 2021 | $249.8M | $34.5M | $215.3M | 2 | 0 |
| Mar 2021 | $249.8M | $34.5M | $215.3M | 2 | 0 |
| Jun 2020 | $278.9M | $48.2M | $230.7M | 3 | 0 |
| Mar 2020 | $278.9M | $48.2M | $230.7M | 3 | 0 |
| Mar 2019 | $274M | $47.6M | $226.4M | 3 | 0 |
| Mar 2018 | $322.8M | $67.2M | $255.6M | 3 | 0 |
| Mar 2017 | $346.3M | $58.9M | $287.4M | 4 | 11 |
| Feb 2017 | $346.3M | $58.9M | $287.4M | 4 | 11 |
| Jan 2017 | $421.5M | $94.6M | $326.9M | 4 | 11 |
| Sep 2016 | $421.5M | $94.6M | $326.9M | 4 | 11 |
| Mar 2016 | $421.5M | $94.6M | $326.9M | 4 | 11 |
| Apr 2015 | $468.2M | $103.1M | $365.1M | 3 | 11 |
| Mar 2015 | $468.2M | $103.1M | $365.1M | 3 | 11 |
| Mar 2014 | $512.3M | $105.4M | $406.9M | 4 | 11 |
| Mar 2013 | $428.8M | $93.3M | $335.4M | 4 | 1 |
| Nov 2012 | $422.2M | $88.5M | $333.7M | 4 | 1 |
| Jul 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$323.5M
Discretionary$27.5M
Non-Disc.$296M
Employees2
Clients0
DateOct 2024
Total AUM$282.4M
Discretionary$31.6M
Non-Disc.$250.8M
Employees2
Clients0
DateMar 2024
Total AUM$282.4M
Discretionary$31.6M
Non-Disc.$250.8M
Employees2
Clients0
DateMar 2023
Total AUM$247.8M
Discretionary$33.8M
Non-Disc.$214M
Employees2
Clients0
DateMar 2022
Total AUM$295M
Discretionary$42M
Non-Disc.$253M
Employees3
Clients0
DateSep 2021
Total AUM$249.8M
Discretionary$34.5M
Non-Disc.$215.3M
Employees2
Clients0
DateMar 2021
Total AUM$249.8M
Discretionary$34.5M
Non-Disc.$215.3M
Employees2
Clients0
DateJun 2020
Total AUM$278.9M
Discretionary$48.2M
Non-Disc.$230.7M
Employees3
Clients0
DateMar 2020
Total AUM$278.9M
Discretionary$48.2M
Non-Disc.$230.7M
Employees3
Clients0
DateMar 2019
Total AUM$274M
Discretionary$47.6M
Non-Disc.$226.4M
Employees3
Clients0
DateMar 2018
Total AUM$322.8M
Discretionary$67.2M
Non-Disc.$255.6M
Employees3
Clients0
DateMar 2017
Total AUM$346.3M
Discretionary$58.9M
Non-Disc.$287.4M
Employees4
Clients11
DateFeb 2017
Total AUM$346.3M
Discretionary$58.9M
Non-Disc.$287.4M
Employees4
Clients11
DateJan 2017
Total AUM$421.5M
Discretionary$94.6M
Non-Disc.$326.9M
Employees4
Clients11
DateSep 2016
Total AUM$421.5M
Discretionary$94.6M
Non-Disc.$326.9M
Employees4
Clients11
DateMar 2016
Total AUM$421.5M
Discretionary$94.6M
Non-Disc.$326.9M
Employees4
Clients11
DateApr 2015
Total AUM$468.2M
Discretionary$103.1M
Non-Disc.$365.1M
Employees3
Clients11
DateMar 2015
Total AUM$468.2M
Discretionary$103.1M
Non-Disc.$365.1M
Employees3
Clients11
DateMar 2014
Total AUM$512.3M
Discretionary$105.4M
Non-Disc.$406.9M
Employees4
Clients11
DateMar 2013
Total AUM$428.8M
Discretionary$93.3M
Non-Disc.$335.4M
Employees4
Clients1
DateNov 2012
Total AUM$422.2M
Discretionary$88.5M
Non-Disc.$333.7M
Employees4
Clients1
DateJul 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0