DC Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DC Capital Management provides discretionary portfolio management and fee‑based financial planning to individuals and a variety of institutional clients, including pension plans, trusts, estates, charitable organizations and business entities. The firm manages portfolios on an individualized basis and allows clients to impose reasonable restrictions on investments.
The adviser uses a blend of charting, fundamental, technical and cyclical analysis and offers five proprietary model portfolios spanning preservation through speculative risk profiles to match client objectives. It typically exercises discretionary trading authority and may employ margin and relatively active trading, which can increase portfolio turnover and brokerage activity.
The firm operates as a solo practitioner practice with a single principal-owner and chief compliance officer, a structure that centralizes decision-making and is less common among peers. DC Capital moved to SEC registration in 2026, reported approximately $107 million in managed assets as of December 31, 2025, and maintains a written code of ethics, limited custody only for fee withdrawal, and a policy of not voting client proxies.
Client services
Expertise
Fee options
$1,000-$10,000 flat fee for financial planning
$0 - $500,000: 1.00% (Investment Management Only) / 1.10% (Investment Management and Financial Planning) $500,000 - $1,000,000: 0.90% (Investment Management Only) / 1.00% (Investment Management and Financial Planning) $1,000,000 - $2,500,000: 0.80% (Investment Management Only) / 0.90% (Investment Management and Financial Planning) $2,500,000 - $5,000,000: 0.70% (Investment Management Only) / 0.80% (Investment Management and Financial Planning) $5,000,000+: 0.60% (Investment Management Only) / 0.70% (Investment Management and Financial Planning)
$150-$400 per hour
Account minimum: $500,000
Main office
Dillon CO
Advisors at this office
1
Most active in
Colorado · Maryland · Texas · Virginia
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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