DCA Investment Advisory, LLC

Overview

DCA Investment Advisory, LLC is a small, individually owned investment advisory firm organized as an LLC that functions as a capital allocator for its clients. The firm’s advisory activities include discretionary portfolio management for individuals and small businesses, portfolio management for business and institutional clients, pension-related consulting work, and the selection of other advisers. Fee arrangements reported include percentage-of-AUM billing as well as hourly and fixed fees, giving the firm flexibility to work on both ongoing asset-based relationships and project or consulting engagements. The firm reports a clear tilt toward fixed-income investing. Its single largest holding class is U.S. government bonds, and the ADV characterizes its preference as fixed-income. DCA Investment Advisory is not an active ESG investor, is not registered as a multi-state adviser, and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices