Dreyfuss Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dreyfuss Capital Management is a small, independent advisory firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and other investment advisers. It also acts as a subadvisor, offering model portfolios through separately managed account programs and subscription services for institutional or third‑party advisers.
The firm documents client objectives in written Investment Policy Statements and applies a mix of analysis methods (charting, fundamental, technical, and modern portfolio theory) while typically managing accounts actively. Investment strategies include long- and short-term trading, options strategies (including covered options and purchases of calls or puts for hedging), and allocations to individual equities, ETFs, annuities, and non‑U.S. securities.
What is distinctive for this firm is its role as a subadvisor to other advisers and use of model SMAs alongside serving retail clients, a service mix that is relatively uncommon for firms of this size. The brochure also discloses an affiliation with insurance activities (the firm is licensed to sell insurance and may recommend insurance products) and discusses use of derivatives and exposure to closed‑end funds that may employ leverage or borrowing, which together create structural features and potential conflicts that differ from many peers.
Client services
Expertise
Fee options
Financial planning fees $1,000 - $15,000 fixed fee, not exceeding $500 per hour
$0 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.90% $5,000,000+: 0.80%
$125 - $300 per hour (financial planning services)
Account minimum: $25,000 (negotiable)
Main office
680 S Cache St, Suite 100 12679
Jackson WY 83001
Advisors at this office
1
Most active in
Colorado · Florida · Idaho · Maryland · Virginia · Wyoming
Also doing business as
Dreyfuss Capital Management LLC · Dreyfuss Wealth Management LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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