DOLAN CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 269886
- Registered since
- May 9, 2024
- Website
- dolanca.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.7%
- Individuals10.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dolan Capital Advisors, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2024. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Ownership is listed as a combination of a domestic entity and an individual. Compensation methods include asset-based fees, hourly charges and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and does not report pension consulting or related-adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds93%
- US Government Bonds3%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
- Other1%
Contacts
2 of 2BENJAMIN DOLAN
President and FounderCRD 6353307
MICHAEL FOSTER
PartnerCRD 6869849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 15720 Brixham Hill Ave
- Time zone
- ET (UTC-5)
- Office locations
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