DC & ASSOCIATES

Overview

DC & Associates is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its fee arrangements include both a percentage of assets under management and fixed-fee engagements. The firm identifies as a capital allocator, which suggests it places client assets with outside managers in addition to managing portfolios directly. DC & Associates does not describe itself as an active ESG investor and is not presented as a multi-state or newly formed adviser. It maintains an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices