DCM ADVISORS, LLC

Overview

DCM Advisors, LLC is a small SEC-registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families, small businesses, investment companies and institutions. The firm charges a mix of fees — percentage of assets under management, hourly fees and performance-based fees — and maintains an affiliation with a broker-dealer and another investment adviser. DCM identifies as an active ESG investor, indicating that environmental, social or governance factors are integrated into at least some of its investment decision-making. The business is organized as a limited liability company and serves both individual/family and institutional clients. Services listed in filings emphasize portfolio management across client types and financial planning rather than niche services such as pension consulting or family office administration.

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Public Holdings

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Location & Offices