Dpcm
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides separately managed accounts and investment advice primarily to individual investors with a multi‑year horizon. It offers ad‑hoc financial planning guidance and annual financial planning guidelines but does not focus on accounting, tax, insurance, or estate planning services.
The firm’s investment approach is to replicate the adviser’s long‑term personal portfolio across client accounts on a proportional basis, favoring conservatively financed, profitable, competitively dominant common stocks intended for multi‑year ownership. Accounts are managed on a discretionary basis and tend to be highly concentrated, with the firm discouraging contributions of funds that may be needed within five years.
Distinctive features include an unusually large number of individual client accounts for a firm of its structure—approximately 270 client accounts and about $77 million in discretionary assets—an operational profile that is uncommon among independent advisors. The firm provides regular reporting (annual investment results versus the Vanguard Total Stock Market Index Fund, holdings updates, and annual operating results), requires clients to use a single custodian (Charles Schwab), and does not vote proxies on clients’ behalf.
Client services
Expertise
Fee options
1% annually assessed on December 31 market value of each client account
Main office
Pittsburgh PA
Advisors at this office
1
Most active in
California · Colorado · Florida · Georgia · Illinois · New York · Pennsylvania · Texas · Virginia · Washington
Also doing business as
Decade Perspective Capital Management · Decade Perspective Capital Management LLC · Decade Perspective Capital Management, L.L.C. · Decade Perspective Capital Management, LLC · Dpcm
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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