Dartmouth Capital Advisors, Inc.

Overview

Dartmouth Capital Advisors, Inc. is a small, equity‑focused registered advisory firm that manages discretionary portfolios for high‑net‑worth individuals, families and select institutional clients. The firm concentrates on exchange‑traded equities as its primary implementation vehicle, using separately managed accounts to tailor equity exposures at the client level. Advisory services include ongoing portfolio management for individuals and businesses as well as pension consulting; compensation is a combination of fees based on assets under management and hourly charges. The firm has been SEC‑registered since the mid‑1990s and operates under individual ownership. Dartmouth Capital Advisors received recognition as one of CNBC’s Top 100 Financial Advisory Firms in 2019, reflecting visibility within the independent advisory channel.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices