LOCKSHIELD PARTNERS, INC.
CRD #175433 SEC #801-116877 GLASGOW, KY 270-629-2046
SEC Registered
Total AUM
$245.8M
Discretionary
$0
Employees
3
Clients
10
Accounts
1,567
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $245.8M | $0 | $245.8M | 3 | 8 |
| Feb 2024 | $200.9M | $0 | $200.9M | 7 | 8 |
| Jul 2023 | $166.9M | $0 | $166.9M | 4 | 15 |
| Mar 2023 | $166.9M | $0 | $166.9M | 4 | 15 |
| Mar 2022 | $189.9M | $0 | $189.9M | 4 | 10 |
| Mar 2021 | $159.4M | $0 | $159.4M | 3 | 7 |
| Jul 2020 | $123.1M | $0 | $123.1M | 3 | 10 |
| Jun 2020 | $123.1M | $0 | $123.1M | 3 | 10 |
| Mar 2020 | $123.1M | $0 | $123.1M | 3 | 10 |
| Oct 2019 | $101.2M | $0 | $101.2M | 4 | 0 |
| May 2019 | $101.2M | $0 | $101.2M | 4 | 0 |
| Dec 2015 | $63.5M | $0 | $63.5M | 2 | 0 |
| Sep 2015 | $63.5M | $0 | $63.5M | 2 | 0 |
| Aug 2015 | $63.5M | $0 | $63.5M | 2 | 0 |
| Jun 2015 | $63.5M | $0 | $63.5M | 2 | 0 |
| Jun 2015 | $0 | $0 | $0 | 2 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$245.8M
Discretionary$0
Non-Disc.$245.8M
Employees3
Clients8
DateFeb 2024
Total AUM$200.9M
Discretionary$0
Non-Disc.$200.9M
Employees7
Clients8
DateJul 2023
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees4
Clients15
DateMar 2023
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees4
Clients15
DateMar 2022
Total AUM$189.9M
Discretionary$0
Non-Disc.$189.9M
Employees4
Clients10
DateMar 2021
Total AUM$159.4M
Discretionary$0
Non-Disc.$159.4M
Employees3
Clients7
DateJul 2020
Total AUM$123.1M
Discretionary$0
Non-Disc.$123.1M
Employees3
Clients10
DateJun 2020
Total AUM$123.1M
Discretionary$0
Non-Disc.$123.1M
Employees3
Clients10
DateMar 2020
Total AUM$123.1M
Discretionary$0
Non-Disc.$123.1M
Employees3
Clients10
DateOct 2019
Total AUM$101.2M
Discretionary$0
Non-Disc.$101.2M
Employees4
Clients0
DateMay 2019
Total AUM$101.2M
Discretionary$0
Non-Disc.$101.2M
Employees4
Clients0
DateDec 2015
Total AUM$63.5M
Discretionary$0
Non-Disc.$63.5M
Employees2
Clients0
DateSep 2015
Total AUM$63.5M
Discretionary$0
Non-Disc.$63.5M
Employees2
Clients0
DateAug 2015
Total AUM$63.5M
Discretionary$0
Non-Disc.$63.5M
Employees2
Clients0
DateJun 2015
Total AUM$63.5M
Discretionary$0
Non-Disc.$63.5M
Employees2
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0