LINDEN THOMAS ADVISORY SERVICES, LLC
CRD #288557 SEC #801-110683 CHARLOTTE, NC (704) 554-8150
SEC Registered
Total AUM
$1.6B
Discretionary
$885.9M
Employees
11
Clients
51
Accounts
6,977
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.6B | $885.9M | $747.9M | 11 | 0 |
| Mar 2025 | $1.6B | $885.9M | $747.9M | 11 | 0 |
| Nov 2024 | $1.4B | $589.9M | $779.7M | 11 | 0 |
| Jul 2024 | $1.4B | $589.9M | $779.7M | 11 | 0 |
| Mar 2024 | $1.4B | $589.9M | $779.7M | 11 | 0 |
| Mar 2024 | $1.1B | $400M | $739.3M | 11 | 0 |
| Nov 2023 | $1.1B | $400M | $739.3M | 11 | 0 |
| Oct 2023 | $1.1B | $400M | $739.3M | 11 | 0 |
| Mar 2023 | $1.1B | $400M | $739.3M | 11 | 0 |
| Jan 2023 | $1.3B | $0 | $1.3B | 9 | 0 |
| Mar 2022 | $1.3B | $0 | $1.3B | 9 | 0 |
| Oct 2021 | $991.8M | $0 | $991.8M | 7 | 0 |
| Jul 2021 | $991.8M | $0 | $991.8M | 7 | 0 |
| Mar 2021 | $991.8M | $0 | $991.8M | 7 | 0 |
| Sep 2020 | $845.2M | $0 | $845.2M | 7 | 0 |
| Jun 2020 | $845.2M | $0 | $845.2M | 7 | 0 |
| Mar 2020 | $845.2M | $0 | $845.2M | 7 | 0 |
| Jun 2019 | $676.5M | $0 | $676.5M | 1 | 0 |
| Mar 2019 | $676.5M | $0 | $676.5M | 1 | 0 |
| Jun 2018 | $749.6M | $13.8M | $735.8M | 1 | 0 |
| Jun 2018 | $100M | $100M | $0 | 1 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Feb 2018 | $0 | $0 | $0 | 1 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$1.6B
Discretionary$885.9M
Non-Disc.$747.9M
Employees11
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$885.9M
Non-Disc.$747.9M
Employees11
Clients0
DateNov 2024
Total AUM$1.4B
Discretionary$589.9M
Non-Disc.$779.7M
Employees11
Clients0
DateJul 2024
Total AUM$1.4B
Discretionary$589.9M
Non-Disc.$779.7M
Employees11
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$589.9M
Non-Disc.$779.7M
Employees11
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$400M
Non-Disc.$739.3M
Employees11
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$400M
Non-Disc.$739.3M
Employees11
Clients0
DateOct 2023
Total AUM$1.1B
Discretionary$400M
Non-Disc.$739.3M
Employees11
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$400M
Non-Disc.$739.3M
Employees11
Clients0
DateJan 2023
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees9
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees9
Clients0
DateOct 2021
Total AUM$991.8M
Discretionary$0
Non-Disc.$991.8M
Employees7
Clients0
DateJul 2021
Total AUM$991.8M
Discretionary$0
Non-Disc.$991.8M
Employees7
Clients0
DateMar 2021
Total AUM$991.8M
Discretionary$0
Non-Disc.$991.8M
Employees7
Clients0
DateSep 2020
Total AUM$845.2M
Discretionary$0
Non-Disc.$845.2M
Employees7
Clients0
DateJun 2020
Total AUM$845.2M
Discretionary$0
Non-Disc.$845.2M
Employees7
Clients0
DateMar 2020
Total AUM$845.2M
Discretionary$0
Non-Disc.$845.2M
Employees7
Clients0
DateJun 2019
Total AUM$676.5M
Discretionary$0
Non-Disc.$676.5M
Employees1
Clients0
DateMar 2019
Total AUM$676.5M
Discretionary$0
Non-Disc.$676.5M
Employees1
Clients0
DateJun 2018
Total AUM$749.6M
Discretionary$13.8M
Non-Disc.$735.8M
Employees1
Clients0
DateJun 2018
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0