DENNIS CAPITAL MANAGEMENT, L.L.C.
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 126756
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dennis Capital Management, L.L.C. is a small, privately held advisory firm organized as an LLC and owned by an individual. The firm advises individuals and families and provides portfolio management services for individuals and small businesses. It charges fees based on a percentage of assets under management and reports no active ESG integration. The adviser is not identified as a multi-state or related adviser and does not list pension consulting or capital-allocation activities.
Assets & Accounts
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 Funds98%
- Exchange Traded Equities2%
Contacts
1 of 1DAVID DENNIS
PresidentCRD 1666154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 20 W 9th St
- Time zone
- ET (UTC-5)
- Office locations
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