DC & Associates

Overview

DC & Associates is an independent registered investment adviser organized as an LLC and state-registered in Michigan. The firm targets individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also operates as an insurance broker and uses a mix of percentage-of-AUM and fixed fees. The firm describes itself as a capital allocator, indicating a role in directing client capital to outside managers and vehicles rather than limiting portfolios solely to in‑house strategies. DC & Associates is structured for single-state practice (Michigan) under individual ownership. Its advisory model combines fee-based wealth management with insurance distribution, which aligns with the firm’s use of annuities alongside traditional investment products.

Assets & Accounts

Investments & Alternatives

Location & Offices