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 SEC-registered limited liability company that operates as an institutional RIA and identifies itself as a capital allocator. The adviser registered in 2023 and reports a fee mix that can include percentage-of-AUM, fixed fees, and performance-based fees. Its stated advisory activities emphasize portfolio management for businesses or institutions and the selection of other advisers. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser. The firm's structure and name indicate it functions as a family office-style allocator. Regulatory/affiliation notes show it also serves as an investment sponsor and has roles as a GP or managing member of pooled investment vehicles, which points to both third-party manager selection and direct involvement in pooled/private investment structures.
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 5
Curtis Rocca
Managing PartnerCRD 6126152
Steven Mills
PartnerCRD 6126157

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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