DYE Family Office

RIASEC Registered
Total AUM
$32M
Discretionary
$32M
100% of AUM
Avg account
$2M
Accounts
16
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 24%, State & Local Bonds 1%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents24%
  • State & Local Bonds1%

Contacts

1 of 1
  • Cody Dye

    Cody Dye

    Client Relationship ManagerCRD 7711210

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth