Dartmouth Capital Advisors, Inc.

Overview

Dartmouth Capital Advisors, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 1995. Structured as a corporation and owned by an individual, the firm provides discretionary portfolio management for high-net-worth individuals, families and small businesses, as well as portfolio management for institutional clients and pension consulting services. Compensation is primarily a percentage of assets under management, with supplemental hourly billing available for consulting work. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2019. Dartmouth Capital Advisors does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives