SOUDERS FINANCIAL ADVISORS, LLC
CRD #296780 SEC #801-113263 CINCINNATI, OH 513-598-2400
SEC Registered
Total AUM
$1.1B
Discretionary
$801.9M
Employees
19
Clients
--
Accounts
3,232
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $801.9M | $263.4M | 19 | 53 |
| Nov 2024 | $889.9M | $668.5M | $221.4M | 19 | 40 |
| Nov 2024 | $889.9M | $668.5M | $221.4M | 19 | 40 |
| Oct 2024 | $889.9M | $668.5M | $221.4M | 19 | 40 |
| Mar 2024 | $889.9M | $668.5M | $221.4M | 19 | 40 |
| Oct 2023 | $697.1M | $529.2M | $167.8M | 19 | 40 |
| Jul 2023 | $697.1M | $529.2M | $167.8M | 19 | 40 |
| Mar 2023 | $697.1M | $529.2M | $167.8M | 19 | 40 |
| Oct 2022 | $545.4M | $516.5M | $28.8M | 19 | 40 |
| Mar 2022 | $545.4M | $516.5M | $28.8M | 19 | 40 |
| Jan 2021 | $454.9M | $429M | $25.8M | 19 | 36 |
| Dec 2020 | $367.7M | $342.8M | $24.9M | 17 | 36 |
| Jun 2020 | $367.7M | $342.8M | $24.9M | 17 | 36 |
| May 2020 | $367.7M | $342.8M | $24.9M | 17 | 36 |
| Apr 2020 | $367.7M | $342.8M | $24.9M | 17 | 36 |
| Mar 2020 | $367.7M | $342.8M | $24.9M | 17 | 36 |
| Oct 2019 | $302.7M | $281.6M | $21.1M | 13 | 30 |
| Aug 2019 | $302.7M | $281.6M | $21.1M | 13 | 30 |
| Jul 2019 | $302.7M | $281.6M | $21.1M | 13 | 30 |
| Mar 2019 | $302.7M | $281.6M | $21.1M | 13 | 30 |
| Sep 2018 | $305.2M | $284.7M | $20.5M | 13 | 30 |
| Apr 2018 | $0 | $0 | $0 | 0 | 0 |
DateMar 2025
Total AUM$1.1B
Discretionary$801.9M
Non-Disc.$263.4M
Employees19
Clients53
DateNov 2024
Total AUM$889.9M
Discretionary$668.5M
Non-Disc.$221.4M
Employees19
Clients40
DateNov 2024
Total AUM$889.9M
Discretionary$668.5M
Non-Disc.$221.4M
Employees19
Clients40
DateOct 2024
Total AUM$889.9M
Discretionary$668.5M
Non-Disc.$221.4M
Employees19
Clients40
DateMar 2024
Total AUM$889.9M
Discretionary$668.5M
Non-Disc.$221.4M
Employees19
Clients40
DateOct 2023
Total AUM$697.1M
Discretionary$529.2M
Non-Disc.$167.8M
Employees19
Clients40
DateJul 2023
Total AUM$697.1M
Discretionary$529.2M
Non-Disc.$167.8M
Employees19
Clients40
DateMar 2023
Total AUM$697.1M
Discretionary$529.2M
Non-Disc.$167.8M
Employees19
Clients40
DateOct 2022
Total AUM$545.4M
Discretionary$516.5M
Non-Disc.$28.8M
Employees19
Clients40
DateMar 2022
Total AUM$545.4M
Discretionary$516.5M
Non-Disc.$28.8M
Employees19
Clients40
DateJan 2021
Total AUM$454.9M
Discretionary$429M
Non-Disc.$25.8M
Employees19
Clients36
DateDec 2020
Total AUM$367.7M
Discretionary$342.8M
Non-Disc.$24.9M
Employees17
Clients36
DateJun 2020
Total AUM$367.7M
Discretionary$342.8M
Non-Disc.$24.9M
Employees17
Clients36
DateMay 2020
Total AUM$367.7M
Discretionary$342.8M
Non-Disc.$24.9M
Employees17
Clients36
DateApr 2020
Total AUM$367.7M
Discretionary$342.8M
Non-Disc.$24.9M
Employees17
Clients36
DateMar 2020
Total AUM$367.7M
Discretionary$342.8M
Non-Disc.$24.9M
Employees17
Clients36
DateOct 2019
Total AUM$302.7M
Discretionary$281.6M
Non-Disc.$21.1M
Employees13
Clients30
DateAug 2019
Total AUM$302.7M
Discretionary$281.6M
Non-Disc.$21.1M
Employees13
Clients30
DateJul 2019
Total AUM$302.7M
Discretionary$281.6M
Non-Disc.$21.1M
Employees13
Clients30
DateMar 2019
Total AUM$302.7M
Discretionary$281.6M
Non-Disc.$21.1M
Employees13
Clients30
DateSep 2018
Total AUM$305.2M
Discretionary$284.7M
Non-Disc.$20.5M
Employees13
Clients30
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0