SUNBELT SECURITIES, INC.
Legal name: SUNBELT SECURITIES
CRD #42180 SEC #801-71479 HOUSTON, TX 713-965-9510
SEC Registered Broker-Dealer Disclosures
Total AUM
$2B
Discretionary
$2B
Employees
68
Clients
10
Accounts
5,355
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $2B | $2B | $0 | 68 | 0 |
| Mar 2025 | $2B | $2B | $0 | 68 | 0 |
| May 2024 | $1.9B | $1.9B | $0 | 67 | 1 |
| Apr 2024 | $1.9B | $1.9B | $0 | 67 | 1 |
| Nov 2023 | $1.8B | $1.8B | $0 | 67 | 1 |
| Apr 2023 | $1.8B | $1.8B | $0 | 67 | 1 |
| Nov 2022 | $1.1B | $1.1B | $0 | 64 | 1 |
| May 2022 | $1.1B | $1.1B | $0 | 64 | 1 |
| Mar 2022 | $1.1B | $1.1B | $0 | 64 | 1 |
| Mar 2021 | $984.5M | $984.5M | $0 | 64 | 1 |
| Mar 2021 | $604M | $604M | $0 | 64 | 1 |
| Jun 2020 | $604M | $604M | $0 | 64 | 1 |
| Mar 2020 | $604M | $604M | $0 | 64 | 1 |
| Dec 2019 | $419.7M | $419.7M | $0 | 47 | 1 |
| Sep 2019 | $419.7M | $419.7M | $0 | 47 | 1 |
| Jul 2019 | $419.7M | $419.7M | $0 | 47 | 1 |
| Apr 2019 | $419.7M | $419.7M | $0 | 47 | 1 |
| Mar 2019 | $419.7M | $419.7M | $0 | 47 | 1 |
| Dec 2018 | $300.9M | $300.9M | $0 | 47 | 1 |
| Sep 2018 | $300.9M | $300.9M | $0 | 47 | 1 |
| Apr 2018 | $300.9M | $300.9M | $0 | 47 | 1 |
| Mar 2018 | $300.9M | $300.9M | $0 | 47 | 1 |
| Oct 2017 | $175.9M | $175.9M | $0 | 39 | 7 |
| Sep 2017 | $175.9M | $175.9M | $0 | 39 | 1,000 |
| Aug 2017 | $175.9M | $175.9M | $0 | 39 | 1,000 |
| Mar 2017 | $175.9M | $175.9M | $0 | 39 | 1,000 |
| Nov 2016 | $200.8M | $200.8M | $0 | 37 | 1,000 |
| Nov 2016 | $200.8M | $200.8M | $0 | 37 | 1,000 |
| Sep 2016 | $200.8M | $200.8M | $0 | 37 | 1,000 |
| Aug 2016 | $200.8M | $200.8M | $0 | 37 | 1,000 |
| Mar 2016 | $200.8M | $200.8M | $0 | 37 | 1,000 |
| May 2015 | $202.9M | $201.7M | $1.2M | 37 | 1,100 |
| Mar 2015 | $202.9M | $201.7M | $1.2M | 37 | 1,100 |
| Jul 2014 | $158.2M | $158.2M | $0 | 37 | 1,200 |
| Mar 2014 | $158.2M | $158.2M | $0 | 37 | 1,200 |
| Nov 2013 | $178.7M | $178.7M | $0 | 78 | 1,300 |
| Nov 2013 | $178.7M | $178.7M | $0 | 78 | 1,300 |
| Oct 2013 | $178.7M | $178.7M | $0 | 78 | 1,300 |
| Oct 2013 | $178.7M | $178.7M | $0 | 78 | 1,300 |
| Aug 2013 | $178.7M | $178.7M | $0 | 78 | 1,300 |
| Mar 2013 | $178.7M | $178.7M | $0 | 78 | 1,300 |
| Mar 2013 | $164.9M | $164.9M | $0 | 84 | 1,300 |
| Jan 2013 | $164.9M | $164.9M | $0 | 84 | 1,300 |
| Nov 2012 | $164.9M | $164.9M | $0 | 84 | 1,300 |
| Jun 2012 | $125.7M | $125.7M | $0 | 1 | 1,000 |
| Mar 2012 | $125.7M | $125.7M | $0 | 1 | 1,000 |
| Jan 2012 | $92.7M | $92.7M | $0 | 1 | 1,000 |
| Aug 2011 | $92.7M | $92.7M | $0 | 5 | -- |
| Mar 2011 | $92.7M | $92.7M | $0 | 5 | -- |
| Mar 2011 | $67.8M | $67.8M | $0 | -- | -- |
| Mar 2011 | $67.8M | $67.8M | $0 | -- | -- |
| May 2010 | $67.8M | $67.8M | $0 | -- | -- |
DateJun 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees68
Clients0
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees68
Clients0
DateMay 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees67
Clients1
DateApr 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees67
Clients1
DateNov 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees67
Clients1
DateApr 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees67
Clients1
DateNov 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees64
Clients1
DateMay 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees64
Clients1
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees64
Clients1
DateMar 2021
Total AUM$984.5M
Discretionary$984.5M
Non-Disc.$0
Employees64
Clients1
DateMar 2021
Total AUM$604M
Discretionary$604M
Non-Disc.$0
Employees64
Clients1
DateJun 2020
Total AUM$604M
Discretionary$604M
Non-Disc.$0
Employees64
Clients1
DateMar 2020
Total AUM$604M
Discretionary$604M
Non-Disc.$0
Employees64
Clients1
DateDec 2019
Total AUM$419.7M
Discretionary$419.7M
Non-Disc.$0
Employees47
Clients1
DateSep 2019
Total AUM$419.7M
Discretionary$419.7M
Non-Disc.$0
Employees47
Clients1
DateJul 2019
Total AUM$419.7M
Discretionary$419.7M
Non-Disc.$0
Employees47
Clients1
DateApr 2019
Total AUM$419.7M
Discretionary$419.7M
Non-Disc.$0
Employees47
Clients1
DateMar 2019
Total AUM$419.7M
Discretionary$419.7M
Non-Disc.$0
Employees47
Clients1
DateDec 2018
Total AUM$300.9M
Discretionary$300.9M
Non-Disc.$0
Employees47
Clients1
DateSep 2018
Total AUM$300.9M
Discretionary$300.9M
Non-Disc.$0
Employees47
Clients1
DateApr 2018
Total AUM$300.9M
Discretionary$300.9M
Non-Disc.$0
Employees47
Clients1
DateMar 2018
Total AUM$300.9M
Discretionary$300.9M
Non-Disc.$0
Employees47
Clients1
DateOct 2017
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees39
Clients7
DateSep 2017
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees39
Clients1,000
DateAug 2017
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees39
Clients1,000
DateMar 2017
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees39
Clients1,000
DateNov 2016
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees37
Clients1,000
DateNov 2016
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees37
Clients1,000
DateSep 2016
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees37
Clients1,000
DateAug 2016
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees37
Clients1,000
DateMar 2016
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees37
Clients1,000
DateMay 2015
Total AUM$202.9M
Discretionary$201.7M
Non-Disc.$1.2M
Employees37
Clients1,100
DateMar 2015
Total AUM$202.9M
Discretionary$201.7M
Non-Disc.$1.2M
Employees37
Clients1,100
DateJul 2014
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees37
Clients1,200
DateMar 2014
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees37
Clients1,200
DateNov 2013
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees78
Clients1,300
DateNov 2013
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees78
Clients1,300
DateOct 2013
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees78
Clients1,300
DateOct 2013
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees78
Clients1,300
DateAug 2013
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees78
Clients1,300
DateMar 2013
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees78
Clients1,300
DateMar 2013
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees84
Clients1,300
DateJan 2013
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees84
Clients1,300
DateNov 2012
Total AUM$164.9M
Discretionary$164.9M
Non-Disc.$0
Employees84
Clients1,300
DateJun 2012
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees1
Clients1,000
DateMar 2012
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees1
Clients1,000
DateJan 2012
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees1
Clients1,000
DateAug 2011
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$92.7M
Discretionary$92.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$67.8M
Discretionary$67.8M
Non-Disc.$0
Employees--
Clients--