DCA Family Office, LLC

RIASEC RegisteredEst. 2023
Total AUM
$120M
Discretionary
$0
0% of AUM
Avg account
$120M
Accounts
1
Employees
16
Advisory reps
6

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 SEC-registered limited liability company that operates as an institutional RIA and identifies itself as a capital allocator. The adviser registered in 2023 and reports a fee mix that can include percentage-of-AUM, fixed fees, and performance-based fees. Its stated advisory activities emphasize portfolio management for businesses or institutions and the selection of other advisers. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser. The firm's structure and name indicate it functions as a family office-style allocator. Regulatory/affiliation notes show it also serves as an investment sponsor and has roles as a GP or managing member of pooled investment vehicles, which points to both third-party manager selection and direct involvement in pooled/private investment structures.

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

    Casey Layton

    Chief Financial and Compliance OfficerCRD 6126162

Contacts

3 of 5
  • Curtis Rocca

    Curtis Rocca

    Managing PartnerCRD 6126152

  • Steven Mills

    Steven Mills

    PartnerCRD 6126157

  • Craig Mitchell

    Craig Mitchell

    PartnerCRD 5011205

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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