DENTIST ADVISORS

Overview

Dentist Advisors is an independent RIA organized as an LLC and registered with the SEC in 2019. The firm serves both individual and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee model combines a percentage of AUM with hourly and fixed-fee arrangements, allowing flexibility across client engagements. Investment activity centers on publicly traded pooled vehicles as the primary building blocks for client portfolios. The firm acts as a capital allocator, favoring broad-market equity exposure through ETFs and mutual funds while maintaining a relatively small direct equity footprint. Advisory mandates are managed on a discretionary basis, and the firm’s practice indicates a preference for outsourced fund managers and index/quant-oriented ETFs for core equity exposures.

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Public Holdings

Investments & Alternatives

Location & Offices