KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC
Legal name: KERNODLE & KATON TAX AND ASSET MANAGEMENT GROUP
CRD #165374 SEC #801-77149 SEARCY, AR 501-279-0101
SEC Registered
Total AUM
$180.9M
Discretionary
$180.9M
Employees
7
Clients
0
Accounts
876
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $180.9M | $180.9M | $0 | 7 | 400 |
| Aug 2016 | $162.3M | $162.3M | $0 | 7 | 525 |
| Jun 2016 | $162.3M | $162.3M | $0 | 7 | 525 |
| Apr 2016 | $162.3M | $162.3M | $0 | 7 | 525 |
| Mar 2016 | $162.3M | $162.3M | $0 | 7 | 525 |
| Jan 2016 | $103.8M | $97.5M | $6.3M | 7 | 500 |
| Mar 2015 | $103.8M | $97.5M | $6.3M | 7 | 500 |
| Jul 2014 | $105.2M | $99.9M | $5.3M | 14 | 500 |
| Feb 2014 | $105.2M | $99.9M | $5.3M | 13 | 500 |
| Oct 2013 | $100M | $100M | $0 | 5 | 300 |
| Apr 2013 | $100M | $100M | $0 | 4 | 300 |
| Feb 2013 | $83M | $79M | $4M | 5 | 300 |
| Jan 2013 | $83M | $79M | $4M | 5 | 300 |
| Jan 2013 | $83M | $79M | $4M | 5 | 300 |
| Dec 2012 | $0 | $0 | $0 | 2 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2017
Total AUM$180.9M
Discretionary$180.9M
Non-Disc.$0
Employees7
Clients400
DateAug 2016
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees7
Clients525
DateJun 2016
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees7
Clients525
DateApr 2016
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees7
Clients525
DateMar 2016
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees7
Clients525
DateJan 2016
Total AUM$103.8M
Discretionary$97.5M
Non-Disc.$6.3M
Employees7
Clients500
DateMar 2015
Total AUM$103.8M
Discretionary$97.5M
Non-Disc.$6.3M
Employees7
Clients500
DateJul 2014
Total AUM$105.2M
Discretionary$99.9M
Non-Disc.$5.3M
Employees14
Clients500
DateFeb 2014
Total AUM$105.2M
Discretionary$99.9M
Non-Disc.$5.3M
Employees13
Clients500
DateOct 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients300
DateApr 2013
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients300
DateFeb 2013
Total AUM$83M
Discretionary$79M
Non-Disc.$4M
Employees5
Clients300
DateJan 2013
Total AUM$83M
Discretionary$79M
Non-Disc.$4M
Employees5
Clients300
DateJan 2013
Total AUM$83M
Discretionary$79M
Non-Disc.$4M
Employees5
Clients300
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0