DCM Advisors, LLC

RIASEC RegisteredEst. 2017

Total AUM

$261M

Discretionary

$261M

100% of AUM

Avg account

$5.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 126248
Registered since: November 16, 2017
Website: www.dcmadvisors.com
Custodians: FIRST HAWAIIAN BANK, CHARLES SCHWAB & CO., INC., BANK OF LABOR
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Investment Companies47.06%
Pension & Profit Sharing Plans43%
HNWI6.62%
Individuals2.99%
Corporations / Businesses0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DCM Advisors, LLC is an institutional-registered investment adviser that provides financial planning and portfolio management to individuals, families, small businesses, investment companies, and other institutions. The firm is SEC registered (initial registration recorded in 2017) and operates as a limited liability company with both domestic-entity and individual ownership. Its compensation model includes percentage-of-AUM fees, hourly billing, and the possibility of performance-based fees. DCM reports brokerage and adviser industry affiliations and indicates that ESG considerations are actively incorporated into its investment approach. The firm does not identify itself as a capital allocator.