FLUENT FINANCIAL, LLC
CRD #170041 SEC #801-78976 DALLAS, TX 972-852-4800
SEC Registered
Total AUM
$297.1M
Discretionary
$297.1M
Employees
9
Clients
10
Accounts
1,047
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $297.1M | $297.1M | $0 | 9 | 1 |
| Mar 2025 | $297.1M | $297.1M | $0 | 9 | 1 |
| Mar 2024 | $287.8M | $287.8M | $0 | 9 | 1 |
| Mar 2023 | $250.3M | $250.3M | $0 | 10 | 1 |
| Aug 2022 | $278.9M | $278.9M | $0 | 10 | 1 |
| Mar 2022 | $278.9M | $278.9M | $0 | 10 | 1 |
| Mar 2021 | $214.4M | $205.2M | $9.2M | 10 | 1 |
| Jun 2020 | $184.9M | $176.9M | $8M | 9 | 0 |
| Feb 2020 | $184.9M | $176.9M | $8M | 9 | 0 |
| Apr 2019 | $166.5M | $163.8M | $2.7M | 8 | 0 |
| Mar 2019 | $166.5M | $163.8M | $2.7M | 8 | 0 |
| Mar 2019 | $166.5M | $163.8M | $2.7M | 8 | 0 |
| Jul 2018 | $174M | $164.4M | $9.6M | 8 | 0 |
| Jun 2018 | $174M | $164.4M | $9.6M | 8 | 0 |
| Mar 2018 | $174M | $164.4M | $9.6M | 8 | 0 |
| Feb 2017 | $139.2M | $134M | $5.2M | 5 | 300 |
| Nov 2016 | $131.5M | $123.6M | $7.9M | 4 | 200 |
| Mar 2016 | $131.5M | $123.6M | $7.9M | 4 | 200 |
| Oct 2015 | $131.4M | $122.4M | $9M | 4 | 250 |
| Feb 2015 | $131.4M | $122.4M | $9M | 4 | 250 |
| Mar 2014 | $105.7M | $105.7M | $0 | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Dec 2013 | $0 | $0 | $0 | 4 | 0 |
| Dec 2013 | $0 | $0 | $0 | 4 | 0 |
DateAug 2025
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2025
Total AUM$297.1M
Discretionary$297.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2024
Total AUM$287.8M
Discretionary$287.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2023
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees10
Clients1
DateAug 2022
Total AUM$278.9M
Discretionary$278.9M
Non-Disc.$0
Employees10
Clients1
DateMar 2022
Total AUM$278.9M
Discretionary$278.9M
Non-Disc.$0
Employees10
Clients1
DateMar 2021
Total AUM$214.4M
Discretionary$205.2M
Non-Disc.$9.2M
Employees10
Clients1
DateJun 2020
Total AUM$184.9M
Discretionary$176.9M
Non-Disc.$8M
Employees9
Clients0
DateFeb 2020
Total AUM$184.9M
Discretionary$176.9M
Non-Disc.$8M
Employees9
Clients0
DateApr 2019
Total AUM$166.5M
Discretionary$163.8M
Non-Disc.$2.7M
Employees8
Clients0
DateMar 2019
Total AUM$166.5M
Discretionary$163.8M
Non-Disc.$2.7M
Employees8
Clients0
DateMar 2019
Total AUM$166.5M
Discretionary$163.8M
Non-Disc.$2.7M
Employees8
Clients0
DateJul 2018
Total AUM$174M
Discretionary$164.4M
Non-Disc.$9.6M
Employees8
Clients0
DateJun 2018
Total AUM$174M
Discretionary$164.4M
Non-Disc.$9.6M
Employees8
Clients0
DateMar 2018
Total AUM$174M
Discretionary$164.4M
Non-Disc.$9.6M
Employees8
Clients0
DateFeb 2017
Total AUM$139.2M
Discretionary$134M
Non-Disc.$5.2M
Employees5
Clients300
DateNov 2016
Total AUM$131.5M
Discretionary$123.6M
Non-Disc.$7.9M
Employees4
Clients200
DateMar 2016
Total AUM$131.5M
Discretionary$123.6M
Non-Disc.$7.9M
Employees4
Clients200
DateOct 2015
Total AUM$131.4M
Discretionary$122.4M
Non-Disc.$9M
Employees4
Clients250
DateFeb 2015
Total AUM$131.4M
Discretionary$122.4M
Non-Disc.$9M
Employees4
Clients250
DateMar 2014
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0