Dahring | Cusmano and Associates

RIASEC Registered

Total AUM

$781M

Discretionary

$733M

94% of AUM

Avg account

$381K

Accounts

2,051

Employees

Advisory reps

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

FINTRX

Overview

Dahring | Cusmano and Associates is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC and completed its SEC registration in 2019. It serves both individual and family clients as well as institutional clients and identifies itself as a capital allocator. Core services include financial planning and portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting and educational workshops. Its fee schedule includes asset-based fees as well as hourly and fixed-fee engagements. The firm reports an owner type of “individual,” indicating a closely held structure rather than a corporate or large-platform owner. The adviser does not identify as an active ESG investor and is not presented as a multistate or newly formed adviser in its filings.