OAKLINE ADVISORS, LLC
CRD #168995 SEC #801-80540 DALLAS, TX 214-655-1600
SEC Registered
Total AUM
$104.3M
Discretionary
$104.3M
Employees
6
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $104.3M | $104.3M | $0 | 6 | 0 |
| Mar 2022 | $116.3M | $116.3M | $0 | 6 | 0 |
| Apr 2021 | $123.9M | $123.9M | $0 | 7 | 0 |
| Mar 2021 | $123.9M | $123.9M | $0 | 7 | 0 |
| Jul 2020 | $130.3M | $130.3M | $0 | 7 | 0 |
| Mar 2020 | $130.3M | $130.3M | $0 | 7 | 0 |
| Mar 2019 | $125.7M | $125.7M | $0 | 9 | 0 |
| Oct 2018 | $152M | $152M | $0 | 8 | 0 |
| Mar 2018 | $152M | $152M | $0 | 6 | 0 |
| Mar 2017 | $190.4M | $190.4M | $0 | 7 | 1 |
| Mar 2017 | $190.4M | $190.4M | $0 | 7 | 1 |
| Mar 2016 | $168.4M | $168.4M | $0 | 8 | 1 |
| Nov 2015 | $165.2M | $165.2M | $0 | 8 | 1 |
DateMar 2023
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees9
Clients0
DateOct 2018
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2017
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2016
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees8
Clients1
DateNov 2015
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees8
Clients1