D
DMTS Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides portfolio management and related financial planning to a range of client types, including individuals, trusts, corporations, retirement plans and charitable organizations. Its advisory activities are centered on an in-house incubator fund that holds the principal’s personal assets, while the firm also offers discretionary and non-discretionary portfolio management and subscription-based market commentary.
Investment decisions combine fundamental, value-oriented analysis with technical analysis and macroeconomic research, and strategies can include equities, fixed income, cash instruments and options across equity-focused and balanced mandates. The firm explicitly incorporates market-timing recommendations into its services and publications, relying on indicators such as moving-average convergence-divergence, Bollinger Bands, candlestick analysis, Williams %R and put–call ratios.
What is distinctive about the firm relative to many peers is the combination of an investor-facing newsletter/subscription offering together with explicit market-timing guidance—features that the firm’s brochure presents as integral to its advisory process. The firm is also a very small, single-advisor practice that operates an incubator fund comprised of the manager’s personal assets and discloses the principal’s substantial outside employment and public office, a factor the brochure notes as a potential consideration for client relationships.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Market timing
Expertise
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Wealth management
Fee options
1.25% annually (1/12th of 1.25% per month)
20% of net income (realized and unrealized gains net of management fee), paid annually, only to qualified clients with net worth > $2 million or > $1,000,000 in AUM
Account minimum: $20,000
Main office location
DMTS Capital Advisors, LLC
Provo UT, United States
Number of offices
1
Most active in
DMTS Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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