Dcapital Wealth LLC

Overview

Dcapital Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm works with both individual and family clients as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing structure combines a percentage-of-AUM fee model with fixed fees and the capacity to charge performance-based fees, which can accommodate incentive-linked arrangements for certain strategies and alternative investments. Investment activity shows a clear preference for public equities, with exchange-traded equities representing the largest single allocation within the firm’s managed portfolios. The firm operates primarily as a discretionary manager, which allows it to implement tactical and strategic equity exposures on clients’ behalf. Dcapital Wealth does not identify as an active ESG investor and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices