DEDICATED CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 168132
- Registered since
- September 30, 2013
- Website
- dedicated-cap.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.45%
- Charitable Organizations8.88%
- Individuals2.67%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Dedicated Capital Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2013. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory work includes financial planning and the selection of other managers, and it also acts as an insurance broker. Fees are charged on a percentage-of-AUM basis and through fixed fees. The firm is not positioned as an ESG-focused manager and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities10%
- Private Funds10%
- Cash & Cash Equivalents10%
Contacts
2 of 2JUAN ZUNIGA
Director of Client ServiceCRD 4743043
KURT RAUZI
Managing DirectorCRD 1365507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 601 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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