DC Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 142841
- Registered since
- July 6, 2026
- Website
- dc-cm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.29%
- Individuals12.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DC Capital Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a fee-based adviser serving primarily individual and family clients, using a mix of percentage-of-AUM, hourly, and fixed-fee billing. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. The firm does not market itself as an ESG-focused manager, is not a pension consultant or related adviser, and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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