DCA FAMILY OFFICE, LLC

RIASEC RegisteredEst. 2023
Total AUM
$120M
Discretionary
$0
0% of AUM
Avg account
$120M
Accounts
1
Employees
16
Advisory reps
7

Firm details

Headquarters
ROSEVILLE, California
CRD number
322047
Registered since
June 8, 2023
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

DCA Family Office, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm functions as a capital allocator and provides portfolio management for businesses or institutions plus selection of other advisers. Its fee arrangements include asset-based fees, fixed fees, and performance-based fee components. The adviser is not represented as an active ESG investor and does not identify as a multi-state adviser in the source material. The firm also appears to operate in sponsor/manager roles tied to pooled investment vehicles, indicating it combines third-party manager selection with direct involvement in structuring or operating investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • CASEY LAYTON

    Chief Financial and Compliance OfficerCRD 6126162

Contacts

3 of 6
  • Kristofer Jones

    DirectorCRD 4521201

  • CURTIS ROCCA

    Managing PartnerCRD 6126152

  • CRAIG MITCHELL

    PartnerCRD 5011205

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ROSEVILLE, CA

PLACER

Location

ROSEVILLE, CA

Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
PLACER
Address
3721 Douglas Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth