STAINES FINANCIAL, LLC
CRD #299405 SEC #801-114428 ROSEVILLE, CA 916-663-6723
SEC Registered Private Funds
Total AUM
$166.2M
Discretionary
$166.2M
Employees
14
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $166.2M | $166.2M | $0 | 14 | 22 |
| Mar 2025 | $166.4M | $166.4M | $0 | 15 | 14 |
| Mar 2024 | $181.9M | $181.9M | $0 | 4 | 0 |
| Feb 2024 | $181.9M | $181.9M | $0 | 4 | 0 |
| Feb 2023 | $181.6M | $181.6M | $0 | 4 | 0 |
| Mar 2022 | $184.4M | $184.4M | $0 | 4 | 0 |
| Apr 2021 | $128M | $6.9M | $121.1M | 4 | 0 |
| Mar 2021 | $128M | $0 | $128M | 4 | 0 |
| Mar 2021 | $128M | $0 | $128M | 4 | 0 |
| Mar 2021 | $128M | $0 | $128M | 4 | 0 |
| Feb 2021 | $115M | $0 | $115M | 4 | 0 |
| Dec 2020 | $115M | $0 | $115M | 4 | 0 |
| Nov 2020 | $115M | $0 | $115M | 4 | 0 |
| Jun 2020 | $115M | $0 | $115M | 2 | 0 |
| Jun 2020 | $115M | $0 | $115M | 2 | 0 |
| Apr 2020 | $146.5M | $0 | $146.5M | 2 | 0 |
| Feb 2020 | $146.5M | $0 | $146.5M | 2 | 0 |
| Feb 2020 | $146.5M | $0 | $146.5M | 1 | 0 |
| Jan 2020 | $156M | $0 | $156M | 1 | 0 |
| Nov 2019 | $156M | $0 | $156M | 1 | 0 |
| Oct 2019 | $156M | $0 | $156M | 2 | 0 |
| Sep 2019 | $156M | $0 | $156M | 2 | 0 |
| Aug 2019 | $156M | $0 | $156M | 2 | 0 |
| Aug 2019 | $156M | $0 | $156M | 2 | 0 |
| Aug 2019 | $156M | $0 | $156M | 2 | 0 |
| May 2019 | $156M | $0 | $156M | 2 | 0 |
| Mar 2019 | $156M | $0 | $156M | 1 | 0 |
| Jan 2019 | $0 | $0 | $0 | 1 | 0 |
| Dec 2018 | $0 | $0 | $0 | 1 | 0 |
| Nov 2018 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$166.2M
Discretionary$166.2M
Non-Disc.$0
Employees14
Clients22
DateMar 2025
Total AUM$166.4M
Discretionary$166.4M
Non-Disc.$0
Employees15
Clients14
DateMar 2024
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$181.9M
Discretionary$181.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$181.6M
Discretionary$181.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$128M
Discretionary$6.9M
Non-Disc.$121.1M
Employees4
Clients0
DateMar 2021
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees4
Clients0
DateMar 2021
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees4
Clients0
DateMar 2021
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees4
Clients0
DateFeb 2021
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees4
Clients0
DateDec 2020
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees4
Clients0
DateNov 2020
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees4
Clients0
DateJun 2020
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees2
Clients0
DateJun 2020
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees2
Clients0
DateApr 2020
Total AUM$146.5M
Discretionary$0
Non-Disc.$146.5M
Employees2
Clients0
DateFeb 2020
Total AUM$146.5M
Discretionary$0
Non-Disc.$146.5M
Employees2
Clients0
DateFeb 2020
Total AUM$146.5M
Discretionary$0
Non-Disc.$146.5M
Employees1
Clients0
DateJan 2020
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees1
Clients0
DateNov 2019
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees1
Clients0
DateOct 2019
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees2
Clients0
DateSep 2019
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees2
Clients0
DateAug 2019
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees2
Clients0
DateAug 2019
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees2
Clients0
DateAug 2019
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees2
Clients0
DateMay 2019
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees2
Clients0
DateMar 2019
Total AUM$156M
Discretionary$0
Non-Disc.$156M
Employees1
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0