Overview
Assets Under Management: $162 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 43
Average Client Assets: $3.3 million
Frequently Asked Questions
DEDICATED CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168132), DEDICATED CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
DEDICATED CAPITAL ADVISORS, LLC is headquartered in SAN FRANCISCO, CA.
DEDICATED CAPITAL ADVISORS, LLC serves 43 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, DEDICATED CAPITAL ADVISORS, LLC offers financial planning and selection of other advisors. View all service details ↓
DEDICATED CAPITAL ADVISORS, LLC manages $162 million in client assets according to their SEC filing dated March 30, 2026.
Services Offered
Services: Financial Planning, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.45%
Average Client Assets: $3.3 million
Total Client Accounts: 140
Discretionary Accounts: 128
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 168132
Filing ID: 2081361
Last Filing Date: 2026-03-30 14:36:48