Digital Asset Investment Management

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Client assets under management

$80,000,000

Clients

255

9% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

128

Very High

Average account size

$313,725

About

Digital Asset Investment Management provides investment management and related consulting primarily to high‑net‑worth and high‑income individuals, accredited investors, non‑profits, and institutions. Services center on portfolio management for digital assets and include integrated financial planning, project‑based consulting, educational offerings, and expert consulting and litigation support for third parties.

The firm follows a tactical allocation framework that emphasizes maintaining a core Bitcoin position while adjusting peripheral exposures based on crypto‑specific and macro factors, using a blend of fundamental and technical analysis and monitoring portfolios on an ongoing basis with a long multi‑decade horizon. The firm offers both discretionary and non‑discretionary engagements, may make short‑term allocation changes to seek incremental alpha, and enforces policies restricting transmission of client nonpublic data to third‑party AI platforms.

Compared with peers of similar size, the firm is notable for offering performance‑based fee arrangements to qualifying clients and for providing formal educational seminars and workshops—features that are uncommon among supported advisers. It also provides expert witness and litigation support on digital‑asset custody and operations and serves as a sub‑advisor on TAMP platforms, expanding its role beyond typical portfolio management for digital assets.

Client services

Financial planning Portfolio management Educational seminars or workshops Project-based consulting services

Expertise

Cash flow / budgeting

Fee options

Fixed

Initial consultation/case evaluation fees range from $0 to $5,000; Educational services fixed fees negotiated per engagement.

Percentage

$0 - $99,999.99: 2.5% annually $100,000 - $499,999.99: 2.0% annually $500,000 - $999,999.99: 1.5% annually $1,000,000 - $4,999,999.99: 1.25% annually $5,000,000+: 1.0% annually

Project-based

Investment Project consulting fees range between $150 - $1,000 per hour; Expert consulting and litigation support services range between $150 and $1,000 per hour.

Performance-based

30% of gains above 20% quarterly, payable only to qualified clients meeting specified criteria.

Other

Account minimum: $100,000 Minimum fee: Account initiation fee of $500 for accounts under $25,000 (waived if initial account size is over $25,000), account termination fee of $350.

Main office location

Digital Asset Investment Management

2000 Pga Blvd Suite 4440

Palm Beach Gardens FL 33408, United States

Number of offices

Most active in

California · Florida · Massachusetts · New Jersey · New York · Oregon · Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn X Website 949-298-7582

Advisors at this firm

Bryan C

Series 63, Series 65

Palm Beach Gardens, FL

Digital Asset Investment Management

Bryan Courchesne is a financial advisor at Digital Asset Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BGC Financial, LP and Sunrise Brokers LLC prior to joining his current firm in 2018. Outside of advisory work, he is involved in real estate development and construction as a principal and consultant for two companies. Digital Asset Investment Management serves high-net-worth individuals, accredited investors, non-profits, and institutions, focusing on portfolio management for digital assets. The firm uses a tactical allocation approach centered on Bitcoin, combining fundamental and technical analysis, and offers services including financial planning, consulting, educational seminars, and litigation support.

Cash flow / budgeting

Michael S

CFA®, Series 63

Palm Beach Gardens, FL

Digital Asset Investment Management

Michael Soroudi is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Digital Asset Investment Management since 2021 and previously held roles at Tax and Financial Group and Securian Financial Services Inc. He holds a Series 63 license and is based in Palm Beach Gardens, FL. Digital Asset Investment Management specializes in investment management and consulting for high-net-worth and high-income individuals, accredited investors, non-profits, and institutions, focusing on digital assets. The firm employs a tactical allocation strategy centered on Bitcoin, blending fundamental and technical analysis, and offers discretionary and non-discretionary services, educational programs, and litigation support.

Cash flow / budgeting

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