Overview
Assets Under Management: $1.7 billion
Headquarters: ALEXANDRIA, VA
High-Net-Worth Clients: 43
Average Client Assets: $37.5 million
Frequently Asked Questions
DYSON 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 #152532), DYSON CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
DYSON CAPITAL ADVISORS, LLC is headquartered in ALEXANDRIA, VA.
DYSON CAPITAL ADVISORS, LLC serves 43 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, DYSON CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DYSON CAPITAL ADVISORS, LLC manages $1.7 billion in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, DYSON CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.86%
Average Client Assets: $37.5 million
Total Client Accounts: 37
Discretionary Accounts: 13
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 152532
Filing ID: 1182741
Last Filing Date: 2018-03-27 10:23:00