DCO CAPITAL MANAGEMENT LLC

Overview

DCO Capital Management LLC is an independent RIA that manages concentrated, equity-focused portfolios for individual and family clients. The firm emphasizes discretionary portfolio management and financial planning for individuals and small businesses, charging clients a percentage of assets under management. Its investment posture is equity-first: the bulk of client capital is deployed in exchange-traded equities, with limited use of mutual funds and a targeted allocation to real estate through third-party managers for diversification and income. Decision-making appears oriented toward traditional wealth-management solutions rather than custom in-house alternative products—the firm is not a capital allocator and does not operate as a multi-state or pension consultant. Environmental, social and governance criteria are not advertised as a primary driver of portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices