Dream Catcher Financial Services, LLC

Overview

Dream Catcher Financial Services, LLC is a small, owner-operated advisory firm that provides portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly fees, and it serves an individual and family client base rather than institutional or pension sponsors. Filings indicate a strong preference for equity exposure — portfolios are constructed primarily with exchange-traded equities and mutual funds. The adviser does not position itself as an ESG specialist, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices