Dividend Assets Capital, LLC
Firm details
- Headquarters
- Ridgeland, South Carolina
- CRD number
- 129973
- Registered since
- January 2, 2004
- Website
- dacapitalsc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.68%
- Individuals35.81%
- Corporations / Businesses8.44%
- Charitable Organizations2.61%
- Investment Companies2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dividend Assets Capital, LLC is an independent registered investment adviser organized as an LLC. The firm has been SEC-registered since 2004. It manages client portfolios on a percentage-of-AUM fee basis and combines advisory work with insurance brokerage. Client types include individuals and families as well as institutional clients; advisory capabilities listed include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, plus educational seminars and workshops. The firm identifies itself as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents8%
- Private Funds7%
- State & Local Bonds2%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$7.3M in ETFs
71%
$5.2M
0%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DAC 3D DIVIDEND GROWTH ETF (DVGR) | $1.8M | 68,921 | 24.19% |
Location
Ridgeland, SC
Jasper
Location
Ridgeland, SC
Headquartered in Ridgeland, SC, in the South of the United States.
- Region
- South
- County
- Jasper
- Address
- 58 Riverwalk Blvd
- Time zone
- ET (UTC-5)
- Office locations
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