DCM Advisors, LLC

RIASEC RegisteredEst. 2017

Total AUM

$261M

Discretionary

$261M

100% of AUM

Avg account

$5.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 126248
Registered since: November 16, 2017
Website: www.dcmadvisors.com
Custodians: FIRST HAWAIIAN BANK, CHARLES SCHWAB & CO., INC., BANK OF LABOR
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Investment Companies47.06%
Pension & Profit Sharing Plans43%
HNWI6.62%
Individuals2.99%
Corporations / Businesses0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DCM Advisors, LLC is an SEC-registered limited liability company that provides financial planning and portfolio management to individuals, families and institutional clients. The firm offers advisory services across individual/small business accounts, investment companies and institutional/business portfolios. Its fee arrangements include asset-based fees, hourly billing and performance-based fees. DCM reports active ESG integration in its investment approach and identifies as both a broker-dealer affiliate and an investment adviser in industry filings. The firm does not operate as a capital allocator or multi-state adviser.