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D C Voss & Company LLC
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CRD # | 123392 |
SEC # | 801-113225 |
CIK # | |
AUM | $188.2 MM (2024-03-12) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 513-604-2659 |
Address | 4 Leamington Ct Hilton Head Islland, SC 29928 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 19 | 11.9 |
(b) Individuals (high net worth individuals) | 34 | 175.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 1.0 |
(n) Other | 0 | 0.0 |
Total | 229 | 188.2 |
By Discretionary | ||
Discretionary | 11 | 9.2 |
Non-Discretionary | 218 | 179.0 |
Total | 229 | 188.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 188.1 | |
Total | 229 | 188.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Reliant Investment Partners LLC
✚
|
NC | 0.2 |
Wealthcollab LLC
✚
|
WA | 0.2 |
PPS & V Asset Management Consultants Inc
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|
MI | 0.2 |
Campion Asset Management LLC
✚
|
VA | 0.2 |
Blue Capital Inc
✚
|
NE | 0.2 |
Sequoia Swiss Financial Advisors AG
✚
|
0.2 | |
Optimist Retirement Group LLC
✚
|
WA | 0.2 |
Patrick Mauro Investment Advisor Inc
✚
|
IL | 0.2 |
Game Plan Financial Advisors LLC
✚
|
OH | 0.2 |
Pacific Peak Advisors LLC
✚
|
ID | 0.2 |