Dollar Sign Ventures LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Founded in 2021, Dollar Sign Ventures LLC provides discretionary and non‑discretionary asset management and financial planning to individuals and high‑net‑worth clients, and also offers public educational seminars and workshops. The firm documents client goals, time horizons, and risk tolerances to develop tailored investment and retirement plans and delivers financial plans and account reporting on a regular schedule.
Investment strategies are client‑specific and may draw on fundamental, technical and charting analysis, with the potential use of long‑ and short‑term positions, option writing and margin trading; Dollar Sign Ventures conducts quarterly account reviews and provides both ongoing portfolio management and one‑time planning engagements. The firm states it does not invest client assets directly in commodities or futures but may obtain exposure through companies or ETFs, and its advisers are exempt from registering as a commodity pool operator or commodity trading advisor.
Several operational features distinguish the firm from many peers: the principal maintains outside business activities as a real estate agent and mortgage loan originator/processor with The RFC Group (approximately 5% of his time) and reports an affiliation with real estate brokerage activity. Dollar Sign Ventures also maintains a firm proprietary trading account and permits affiliated persons to trade the same securities as clients (with quarterly personal‑trading reviews), and it routinely presents seminars or paid speaking engagements (fees for presentations are disclosed as up to $50,000).
Client services
Expertise
Fee options
Fixed fee between $0 and $5,000 for financial planning
$0 - $25,000: 1.00% annually $25,001 - $100,000: 0.75% annually $100,001 - $1,000,000: 0.50% annually $1,000,001 - $10,000,000: 0.25% annually Over $10,000,000+: 0.10% annually
Main office
Long Beach CA
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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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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