DYE Family Office
Firm details
- Headquarters
- ,
- CRD number
- 326761
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.56%
- Individuals0.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DYE Family Office is an independent registered investment adviser that operates as a small family-office style RIA, serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm combines advisory services with accounting capabilities, which suggests an integrated approach to wealth management that ties investment decisions to tax and reporting considerations. Its stated fee model includes both percentage-of-AUM and fixed-fee arrangements, which allows flexibility for clients with differing service needs. Investment activity is centered on equity exposure delivered primarily through exchange-traded instruments and separately managed accounts. The firm does not position itself as a capital allocator or pension consultant and is not an active ESG investor. Its client base and service set indicate a focus on high-net-worth individuals and families who want hands-on, consolidated wealth oversight rather than broad institutional solutions.
Assets & Accounts
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 Equities75%
- Cash & Cash Equivalents24%
- State & Local Bonds1%
Contacts
1 of 1
Cody Dye
Client Relationship ManagerCRD 7711210
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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