DCapital Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,424,376
Clients
40
Advisors
1
of 1 employees
About
DCapital Wealth LLC is an independent registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, corporations and retirement plans, and includes charitable organizations among its clients. The firm also offers institutional retirement-plan services, acting as a limited-scope ERISA 3(21) fiduciary and, when engaged, as an ERISA 3(38) investment manager.
The firm follows an opportunistic, total-return approach that combines fundamental, technical, quantitative and qualitative analysis, and it uses third‑party AI tools as a research aid with human oversight. Portfolios are managed on a discretionary basis with diversified allocations across traditional and alternative asset classes, and the adviser may utilize leverage and derivatives in separately managed accounts where appropriate.
DCapital operates with a relatively small client base and a modest asset footprint while offering a defined performance-fee All‑Weather Total Return strategy (available only to qualified investors and subject to a high-water mark) and providing pension consulting to plan sponsors. The combination of performance-based fees, the permitted use of borrowing and derivatives in SMAs, and an active practice with charitable and retirement-plan clients distinguishes the firm from many peers.
Client services
Expertise
Occupation focus
Fee options
Flat fees for Institutional Retirement Plan Services generally range from $25,000 to $50,000 annually, negotiable.
$0 - $1,000,000: 1.00% per annum $1,000,000 - $5,000,000: 0.75% per annum $5,000,000 - $10,000,000: 0.50% per annum $10,000,000+: 0.25% per annum
For All-Weather Total Return Strategy: 0.75% per annum base management fee and 15% performance fee net of base fee with no hurdle, based on a high water mark.
Account minimum: $1,000,000 Fee-only: Financial planning services are provided at no charge (no standalone fee) as a benefit to advisory clients.
Main office
Franklin TN
Advisors at this office
1
Most active in
California
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.
Forms ADV
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