DIXON AND COMPANY WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$61.4M

Discretionary

$60.8M

99% of AUM

Avg account

$126K

Accounts

489

Employees

4

Advisory reps

3

Firm details

Headquarters: WINSTON SALEM, North Carolina
CRD number: 169862
Website: www.dixonwm.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI52.53%
Individuals45.85%
Pension & Profit Sharing Plans1.62%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Dixon And Company Wealth Management, LLC is an independent, owner-operated registered adviser that serves both individual and family clients as well as institutional relationships. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its billing model is a mix of percentage-of-AUM, hourly, fixed fees, and other arrangements. Dixon And Company is not positioned as an allocator to external managers and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds60%
Exchange Traded Equities25%
Cash & Cash Equivalents7%
US Government Bonds4%
State & Local Bonds2%

Contacts

3 of 3

TYLER SCHWEIGERT
Co-OwnerCRD 5607112
Benjamin SHAMBERGER
Financial PlannerCRD 6147040
Zachariah Baker
Investment Adviser RepresentativeCRD 7654712

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

WINSTON SALEM, NC

FORSYTH

Location

WINSTON SALEM, NC

Headquartered in WINSTON SALEM, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area: Greensboro--Winston-Salem--High Point, NC
Region: South
County: FORSYTH
Address: 155 Sunnynoll Ct
Time zone: ET (UTC-5)
Office locations

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