T.O.S. ADVISORS, LLC
CRD #165004 SEC #801-77313 HOUSTON, TX 713-376-3202
SEC Registered
Total AUM
$272.3M
Discretionary
$83.4M
Employees
3
Clients
1
Accounts
356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $272.3M | $83.4M | $188.9M | 3 | 10 |
| Mar 2022 | $510M | $306.9M | $203.1M | 4 | 0 |
| Mar 2021 | $226.2M | $226.2M | $0 | 4 | 0 |
| Jun 2020 | $524.3M | $524.3M | $0 | 4 | 0 |
| May 2020 | $524.3M | $524.3M | $0 | 4 | 0 |
| May 2020 | $524.3M | $524.3M | $0 | 4 | 0 |
| Mar 2020 | $524.3M | $524.3M | $0 | 4 | 0 |
| Mar 2019 | $451.4M | $451.4M | $0 | 2 | 0 |
| Mar 2018 | $400.6M | $400.6M | $0 | 2 | 0 |
| Mar 2017 | $209.6M | $209.6M | $0 | 1 | 1 |
| Mar 2016 | $192M | $192M | $0 | 1 | 1 |
| Feb 2015 | $224M | $224M | $0 | 1 | 1 |
| Mar 2014 | $219M | $219M | $0 | 1 | 1 |
| Nov 2013 | $198M | $198M | $0 | 1 | 1 |
| Sep 2013 | $198M | $198M | $0 | 1 | 1 |
| Mar 2013 | $135M | $135M | $0 | 1 | 1 |
| Jan 2013 | $120M | $120M | $0 | 1 | 0 |
| Oct 2012 | $120M | $120M | $0 | -- | 0 |
DateMar 2023
Total AUM$272.3M
Discretionary$83.4M
Non-Disc.$188.9M
Employees3
Clients10
DateMar 2022
Total AUM$510M
Discretionary$306.9M
Non-Disc.$203.1M
Employees4
Clients0
DateMar 2021
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$524.3M
Discretionary$524.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$524.3M
Discretionary$524.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$524.3M
Discretionary$524.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$524.3M
Discretionary$524.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$451.4M
Discretionary$451.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$400.6M
Discretionary$400.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees1
Clients1
DateMar 2016
Total AUM$192M
Discretionary$192M
Non-Disc.$0
Employees1
Clients1
DateFeb 2015
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees1
Clients1
DateMar 2014
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees1
Clients1
DateNov 2013
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees1
Clients1
DateSep 2013
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees1
Clients1
DateMar 2013
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees1
Clients1
DateJan 2013
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees1
Clients0
DateOct 2012
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees--
Clients0