D C Voss & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$231,689,880
Clients
57
Advisors
1
of 1 employees
About
D C Voss & Company provides financial planning and investment advisory services to individuals, trusts, and foundations, managing approximately $232.9 million in regulatory assets across about 57 client relationships. The client base is largely high-net-worth individuals (net worth excluding residence greater than $1 million), and the firm offers both ongoing investment management and tailored financial planning.
The firm uses asset-allocation strategies that rely primarily on mutual funds and exchange-traded funds, with individual fixed-income securities as a supplement, and applies fundamental analysis for its Dividend Growth Strategy. Most client accounts are managed on a non-discretionary basis—requiring client approval before trades—while the Dividend Growth Strategy is a discretionary sleeve focused on companies that have a history of increasing dividends.
Compared with peers, the firm’s concentration of over $200 million of AUM per advisor is uncommon among supported firms, and its predominance of non-discretionary assets is also atypical. D C Voss & Company limits discretionary authority and proxy voting largely to the Dividend Growth accounts and uses institutional custody and trading services through Charles Schwab, reflecting a client-approval orientation rather than broad discretionary management.
Client services
Expertise
Demographic focus
Fee options
Fixed fee may be agreed upon based on complexity and services, especially for financial planning without ongoing investment management
$0 - $500,000: 0.80% annually $500,001 - $1,000,000: 0.60% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001 - $5,000,000: 0.35% annually $5,000,001 - $10,000,000: 0.20% annually $10,000,001+: 0.15% annually
Minimum fee: Minimum quarterly fee of $1,000 Fee-only: Percentage of assets under management with minimum quarterly fee; fixed fees may be agreed upon
Main office
Loveland OH
Advisors at this office
1
Most active in
Florida · Ohio · South Carolina · Texas
Also doing business as
D C Voss & Company, LLC · Voss & Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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