DC Capital Management, LLC

RIASEC Registered
Total AUM
$107M
Discretionary
$107M
100% of AUM
Avg account
$453K
Accounts
236
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
142841
Website
dc-cm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI87.29%
  • Individuals12.71%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DC Capital Management, LLC is an independent, owner-operated RIA that serves individual and family clients. Its advisory practice centers on financial planning and discretionary portfolio management for individuals, small businesses, and certain business or institutional clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees rather than relying on commission-based compensation. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to external alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

2 of 2
  • Kathy Butson

    OwnerCRD 6919434

  • Sean Butson

    Sean Butson

    PresidentCRD 2917873

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth