Dahring | Cusmano and Associates
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 301236
- Registered since
- August 26, 2019
- Website
- www.dca401k.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses38.37%
- HNWI38.15%
- Individuals23.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dahring | Cusmano And Associates is an independent RIA organized as an LLC and registered with the SEC since 2019. The firm serves both individual and family clients as well as institutional relationships, and it acts as a capital allocator—deploying client capital into third‑party managers and pooled funds in addition to directly managed portfolios. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees, and the firm lists financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, pension consulting services, and educational seminars among its advisory activities. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.
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
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
Owners & executives
2 of 2
Ann Shadle
Chief Operating OfficerCRD 4067511
Kirk Dahring
CEOCRD 2461140
Contacts
3 of 8
Tyler Curley
Associate AdvisorCRD 6859177
Wendy Simmons
Client Service AssociateCRD 5041493
Andrew Jabro
Investment Advisor RepresentativeCRD 6396459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$396M in ETFs
33%
$132M
60%
$264M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $20M | 755,064 | 5.06% |
Location
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 26200 Town Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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