Dpcm
Firm details
- Headquarters
- ,
- CRD number
- 150717
- Website
- www.dpcapm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals67.53%
- HNWI32.47%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dpcm is a small, discretionary RIA structured as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and concentrates its allocations in publicly traded equities. Its client base is primarily individual and family investors rather than institutional or pension clients. With an owner-controlled structure and a single-office footprint, the firm runs a straightforward advisory model: discretionary equity management delivered through separately managed accounts and pooled retail vehicles where appropriate. Investment behavior skews heavily toward exchange-traded instruments. That emphasis suggests the firm favors liquid, listed securities for core exposure—likely using a mix of individual stocks and ETFs to implement broad-market, sector, or factor tilts. Dpcm does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser, which aligns with a focused retail wealth-management practice rather than a multi-jurisdictional or institutional consulting operation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities97%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Dennis Poland
AdviserCRD 5697761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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