Dare Capital Management, LLC
Firm details
- Headquarters
- Nags Head, North Carolina
- CRD number
- 113382
- Website
- www.darecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals65.02%
- HNWI34.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dare Capital Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets basis. Its client base is primarily individual and family investors. Dare does not position itself as a multi-state or institutional pension consultant and is not identified as an active ESG investor.
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
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
William Woodard
Owner, PresidentCRD 4407584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nags Head, NC
Dare
Location
Nags Head, NC
Headquartered in Nags Head, NC, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Dare
- Address
- 2405 S Croatan Hwy
- Time zone
- ET (UTC-5)
- Office locations
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