A complete list of active advisors currently associated with DCO Capital Management LLC

Warmer can help you find a great advisor at DCO Capital Management LLC or one who fits your needs even better.

The firm provides discretionary portfolio management and financial planning to individuals, trusts, estates, foundations, endowments, pension and profit-sharing plans, and charitable organizations. It constructs and manages portfolios of marketable securities and mutual funds tailored to each client’s account size, risk tolerance, liquidity needs and investment restrictions, and does not charge a separate fee for financial planning services. The investment approach emphasizes fundamental research and long-term, value-oriented investing, reflecting a Warren Buffett–style philosophy of analyzing securities as businesses. The principal’s capital markets and market‑making background informs the firm’s trading capability and suggests it can implement more complex instruments (including derivatives in separately managed accounts), a practice that is uncommon among independent peers. Noteworthy characteristics include managing roughly $24 million across a limited number of client accounts, producing a relatively high assets‑per‑client profile, and operating on a discretionary basis with clients granting trade authority. The firm states it invests alongside clients, prohibits principal or agency cross transactions, relies on third‑party custodians for custody and execution, and leaves proxy voting to clients.

To learn more about the advisors currently working at DCO Capital Management 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.