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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| D C Voss & Company LLC
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|---|---|
| CRD # | 123392 |
| SEC # | 801-113225 |
| CIK # | |
| AUM | $205.5 M (2025-03-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 513-604-2659 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 11.0 |
| (b) Individuals (high net worth individuals) | 37 | 193.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 233 | 205.5 |
| By Discretionary | ||
| Discretionary | 11 | 10.0 |
| Non-Discretionary | 222 | 195.5 |
| Total | 233 | 205.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 205.3 | |
| Total | 233 | 205.5 |
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|---|---|---|
|
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TX | 0.2 |
|
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NY | 0.2 |
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Chesapeake Investment Management LLC
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VA | 0.2 |
|
Ascend Interplay LLC
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NY | 0.2 |
|
Canty Financial Management Inc
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|
NY | 0.2 |
|
Alder Financial Group Inc
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|
GA | 0.2 |
|
Investment Management & Planning LLC
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DE | 0.2 |
|
Anchor Wealth Management Group LLC
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|
FL | 0.2 |