DCA FAMILY OFFICE, LLC
Firm details
- Headquarters
- ROSEVILLE, California
- CRD number
- 322047
- Registered since
- June 8, 2023
- Website
- dcafamilyoffice.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
DCA Family Office, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm functions as a capital allocator and provides portfolio management for businesses or institutions plus selection of other advisers. Its fee arrangements include asset-based fees, fixed fees, and performance-based fee components. The adviser is not represented as an active ESG investor and does not identify as a multi-state adviser in the source material. The firm also appears to operate in sponsor/manager roles tied to pooled investment vehicles, indicating it combines third-party manager selection with direct involvement in structuring or operating investment vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
1 of 1CASEY LAYTON
Chief Financial and Compliance OfficerCRD 6126162
Contacts
3 of 6Kristofer Jones
DirectorCRD 4521201
CURTIS ROCCA
Managing PartnerCRD 6126152
CRAIG MITCHELL
PartnerCRD 5011205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROSEVILLE, CA
PLACER
Location
ROSEVILLE, CA
Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 3721 Douglas Blvd
- Time zone
- PT (UTC-8)
- Office locations
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