STATHEROS FINANCIAL SOLUTIONS, INC.
CRD #306217 SEC #801-117649 EL DORADO HILLS, CA 916-932-1219
SEC Registered
Total AUM
$810.1M
Discretionary
$810.1M
Employees
16
Clients
1
Accounts
1,346
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $810.1M | $810.1M | $0 | 16 | 0 |
| Mar 2025 | $810.1M | $810.1M | $0 | 16 | 0 |
| Mar 2024 | $705.2M | $705.2M | $0 | 15 | 0 |
| Sep 2023 | $578.1M | $578.1M | $0 | 15 | 0 |
| Mar 2023 | $578.1M | $578.1M | $0 | 15 | 0 |
| Oct 2022 | $709.4M | $709.4M | $0 | 13 | 0 |
| Oct 2022 | $709.4M | $709.4M | $0 | 13 | 0 |
| Mar 2022 | $709.4M | $709.4M | $0 | 13 | 0 |
| Aug 2021 | $587M | $587M | $0 | 14 | 0 |
| Mar 2021 | $587M | $587M | $0 | 14 | 0 |
| Jan 2021 | $524.7M | $523.8M | $928K | 14 | 0 |
| Sep 2020 | $524.7M | $523.8M | $928K | 14 | 0 |
| Jul 2020 | $524.7M | $523.8M | $928K | 14 | 0 |
| Jul 2020 | $524.7M | $523.8M | $928K | 14 | 0 |
| Jun 2020 | $524.7M | $523.8M | $928K | 14 | 0 |
| Jun 2020 | $524.7M | $523.8M | $928K | 14 | 0 |
| Apr 2020 | $524.7M | $523.8M | $928K | 14 | 0 |
| Mar 2020 | $524.7M | $523.8M | $928K | 14 | 0 |
| Mar 2020 | $524.7M | $523.8M | $928K | 14 | 0 |
| Mar 2020 | $496.9M | $495.6M | $1.3M | 14 | 0 |
| Nov 2019 | $496.9M | $495.6M | $1.3M | 14 | 0 |
| Nov 2019 | $496.9M | $495.6M | $1.3M | 14 | 0 |
| Oct 2019 | $496.9M | $495.6M | $1.3M | 14 | 0 |
| Oct 2019 | $496.9M | $495.6M | $1.3M | 14 | 0 |
DateNov 2025
Total AUM$810.1M
Discretionary$810.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$810.1M
Discretionary$810.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$705.2M
Discretionary$705.2M
Non-Disc.$0
Employees15
Clients0
DateSep 2023
Total AUM$578.1M
Discretionary$578.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$578.1M
Discretionary$578.1M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$709.4M
Discretionary$709.4M
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$709.4M
Discretionary$709.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$709.4M
Discretionary$709.4M
Non-Disc.$0
Employees13
Clients0
DateAug 2021
Total AUM$587M
Discretionary$587M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$587M
Discretionary$587M
Non-Disc.$0
Employees14
Clients0
DateJan 2021
Total AUM$524.7M
Discretionary$523.8M
Non-Disc.$928K
Employees14
Clients0
DateSep 2020
Total AUM$524.7M
Discretionary$523.8M
Non-Disc.$928K
Employees14
Clients0
DateJul 2020
Total AUM$524.7M
Discretionary$523.8M
Non-Disc.$928K
Employees14
Clients0
DateJul 2020
Total AUM$524.7M
Discretionary$523.8M
Non-Disc.$928K
Employees14
Clients0
DateJun 2020
Total AUM$524.7M
Discretionary$523.8M
Non-Disc.$928K
Employees14
Clients0
DateJun 2020
Total AUM$524.7M
Discretionary$523.8M
Non-Disc.$928K
Employees14
Clients0
DateApr 2020
Total AUM$524.7M
Discretionary$523.8M
Non-Disc.$928K
Employees14
Clients0
DateMar 2020
Total AUM$524.7M
Discretionary$523.8M
Non-Disc.$928K
Employees14
Clients0
DateMar 2020
Total AUM$524.7M
Discretionary$523.8M
Non-Disc.$928K
Employees14
Clients0
DateMar 2020
Total AUM$496.9M
Discretionary$495.6M
Non-Disc.$1.3M
Employees14
Clients0
DateNov 2019
Total AUM$496.9M
Discretionary$495.6M
Non-Disc.$1.3M
Employees14
Clients0
DateNov 2019
Total AUM$496.9M
Discretionary$495.6M
Non-Disc.$1.3M
Employees14
Clients0
DateOct 2019
Total AUM$496.9M
Discretionary$495.6M
Non-Disc.$1.3M
Employees14
Clients0
DateOct 2019
Total AUM$496.9M
Discretionary$495.6M
Non-Disc.$1.3M
Employees14
Clients0