A complete list of active advisors currently associated with Dividend Assets Capital, LLC

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

Dividend Assets Capital, LLC provides discretionary portfolio management and related advisory services to a mix of individual clients (including high‑net‑worth individuals) and institutional clients such as pension plans, trusts, charitable organizations, and investment companies. Services include separately managed accounts, sub‑advisory arrangements, participation in wrap fee and UMA/SMA programs, and fee‑for‑hour financial planning on an as‑requested basis. The firm’s investment process centers on dividend‑focused universes and strategies — including Dividend Growth Equity, Sustainable Dividend Growth, a North American Midstream Energy strategy, and an Equity Income strategy — with portfolios tailored by DAC portfolio managers and overseen by an Investment Committee. DAC also serves as sub‑adviser to a registered ETF (the DAC 3D Dividend Growth ETF), may invest client assets in that ETF, and notes that trade timing and execution can differ between the ETF and separate client accounts. A number of operational features distinguish DAC from many peers: the firm is employee‑owned through an ESOP, it acts as a portfolio manager for wrap programs and as a model provider for UMA/SMA platforms, and it serves investment company and pooled vehicle clients as a sub‑adviser. DAC is also registered as an insurance agency and facilitates life‑insurance consultations (with commission sharing arrangements disclosed), offers a third‑party cash management program for which it receives a fee, and periodically sponsors client events and participates in industry conferences.

To learn more about the advisors currently working at Dividend Assets Capital, 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.