CRITERION CAPITAL ADVISORS LLC
CRD #295954 SEC #801-113152 NASHVILLE, TN 615-292-6889
SEC Registered
Total AUM
$460.6M
Discretionary
$460.6M
Employees
6
Clients
0
Accounts
1,045
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $460.6M | $460.6M | $0 | 6 | 0 |
| Mar 2024 | $460.6M | $460.6M | $0 | 6 | 0 |
| Jan 2024 | $396.7M | $396.7M | $0 | 6 | 0 |
| Mar 2023 | $396.7M | $396.7M | $0 | 6 | 0 |
| Mar 2022 | $454M | $454M | $0 | 6 | 0 |
| Mar 2021 | $383.7M | $383.7M | $0 | 6 | 0 |
| Jun 2020 | $352.5M | $352.5M | $0 | 6 | 0 |
| Feb 2020 | $352.5M | $352.5M | $0 | 6 | 0 |
| Nov 2019 | $304.3M | $304.3M | $0 | 5 | 0 |
| Feb 2019 | $304.3M | $304.3M | $0 | 5 | 0 |
| Oct 2018 | $305.7M | $305.7M | $0 | 5 | 0 |
| Aug 2018 | $305.7M | $305.7M | $0 | 5 | 0 |
DateJul 2024
Total AUM$460.6M
Discretionary$460.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$460.6M
Discretionary$460.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$396.7M
Discretionary$396.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$396.7M
Discretionary$396.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$454M
Discretionary$454M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$383.7M
Discretionary$383.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$352.5M
Discretionary$352.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$352.5M
Discretionary$352.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$304.3M
Discretionary$304.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$304.3M
Discretionary$304.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees5
Clients0