A complete list of active advisors currently associated with DABA Advisors LLC
Warmer can help you find a great advisor at DABA Advisors LLC or one who fits your needs even better.
DABA Advisors LLC provides automated portfolio management and robo‑advisory services through an interactive website to individuals (including high‑net‑worth individuals) and companies, offering discretionary portfolio management and advisory recommendations across multiple asset classes. The firm delivers these services via a digital platform and a multi‑tier membership subscription model rather than through traditional in‑person advisory meetings. Investment allocations are generated by algorithms using client inputs from an onboarding questionnaire—risk tolerance, age, income and other financial characteristics—and are overseen by the firm’s personnel with annual compliance reviews; clients are encouraged to update their profiles to affect portfolio composition. The firm applies fundamental, quantitative, modern‑portfolio‑theory and technical analyses and may include exposures to digital assets, startup/private company opportunities and Africa‑focused investments, all of which can increase portfolio risk compared with plain‑vanilla equity/fixed‑income allocations. DABA is atypical for a small independent adviser because it operates primarily as an internet adviser and explicitly charges subscription membership fees alongside percentage‑of‑AUM charges, both features the brochure highlights. Its client mix (emphasizing high‑net‑worth individuals and companies rather than mass‑market retail clients), relatively low reported regulatory AUM, and the requirement that clients use specified custodians (Interactive Brokers LLC and North Capital Inc.) further distinguish its operating model from many peers.
To learn more about the advisors currently working at DABA Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Reston, VA
| 2
|
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