D C Voss & Company LLC

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Assets, Funds, Holdings

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D C Voss & Company LLC
CRD #123392
SEC #801-113225
CIK #
AUM $188.2 MM (2024-03-12)
Employees 1 (100% Investors, 0% Brokers)
Phone513-604-2659
Address4 Leamington Ct
Hilton Head Islland, SC 29928
Source [IAPD]
Total AUM ($MM)
190152114763802006201220182025
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
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Blue Capital Inc
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Sequoia Swiss Financial Advisors AG
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Optimist Retirement Group LLC
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Game Plan Financial Advisors LLC
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Pacific Peak Advisors LLC
ID 0.2
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